Sugarloaf Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-84
| Closed | -$12K | – | 866 |
|
|
2022
Q3 | $12K | Hold |
84
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $13K | Hold |
84
| – | – | ﹤0.01% | 477 |
|
|
2022
Q1 | $14K | Hold |
84
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $13K | Hold |
84
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $12K | Hold |
84
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $12K | Sell |
84
-1,384
| -94% | -$198K | ﹤0.01% | 474 |
|
|
2021
Q1 | $12 | Buy |
1,468
+1,384
| +1,648% | +$11 | ﹤0.01% | 482 |
|
|
2020
Q4 | $12K | Hold |
84
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $11K | Hold |
84
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $10K | Hold |
84
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $10K | Hold |
84
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $12K | Buy |
+84
| New | +$12K | 0.01% | 452 |
|