TA
Tiedemann Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,340
| Closed | -$431K | – | 352 |
|
|
2020
Q3 | $431K | Hold |
3,340
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $413K | Hold |
3,340
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $407K | Hold |
3,340
| – | – | 0.03% | 213 |
|
|
2019
Q4 | $477K | Buy |
3,340
+340
| +11% | +$48.6K | 0.02% | 215 |
|
|
2019
Q3 | $434K | Buy |
3,000
+350
| +13% | +$50.6K | 0.02% | 230 |
|
|
2019
Q2 | $352K | Hold |
2,650
| – | – | 0.02% | 232 |
|
|
2019
Q1 | $343K | Hold |
2,650
| – | – | 0.02% | 345 |
|
|
2018
Q4 | $313K | Hold |
2,650
| – | – | 0.02% | 341 |
|
|
2018
Q3 | $313K | Hold |
2,650
| – | – | 0.02% | 254 |
|
|
2018
Q2 | $310K | Buy |
2,650
+650
| +33% | +$76K | 0.02% | 255 |
|
|
2018
Q1 | $224K | Hold |
2,000
| – | – | 0.02% | 251 |
|
|
2017
Q4 | $233K | Buy |
+2,000
| New | +$233K | 0.02% | 206 |
|