Strategic Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $371K | Buy |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $412K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $291K | Buy |
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