The Family Firm’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,263
| Closed | -$187K | – | 828 |
|
|
2024
Q2 | $187K | Buy |
+1,263
| New | +$187K | 0.04% | 206 |
|
|
2019
Q1 | – | Sell |
-1,810
| Closed | -$213K | – | 142 |
|
|
2018
Q4 | $213K | Buy |
1,810
+15
| +0.8% | +$1.77K | 0.09% | 127 |
|
|
2018
Q3 | $212K | Buy |
1,795
+30
| +2% | +$3.54K | 0.08% | 131 |
|
|
2018
Q2 | $205K | Buy |
+1,765
| New | +$205K | 0.08% | 130 |
|