Strategic Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $400K | Buy |
2,882
+5
| +0.2% | +$694 | 0.15% | 82 |
|
|
2021
Q1 | $404K | Hold |
2,877
| – | – | 0.15% | 81 |
|
|
2020
Q4 | $395K | Buy |
2,877
+4
| +0.1% | +$549 | 0.17% | 72 |
|
|
2020
Q3 | $371K | Buy |
2,873
+3
| +0.1% | +$387 | 0.18% | 72 |
|
|
2020
Q2 | $355K | Buy |
2,870
+4
| +0.1% | +$495 | 0.21% | 62 |
|
|
2020
Q1 | $349K | Hold |
2,866
| – | – | 0.26% | 50 |
|
|
2019
Q4 | $410K | Hold |
2,866
| – | – | 0.27% | 53 |
|
|
2019
Q3 | $412K | Hold |
2,866
| – | – | 0.3% | 47 |
|
|
2019
Q2 | $381K | Hold |
2,866
| – | – | 0.29% | 49 |
|
|
2019
Q1 | $371K | Buy |
2,866
+400
| +16% | +$51.8K | 0.3% | 51 |
|
|
2018
Q4 | $291K | Buy |
+2,466
| New | +$291K | 0.28% | 61 |
|