Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,757
| Closed | -$821K | – | 288 |
|
|
2024
Q1 | $821K | Buy |
5,757
+392
| +7% | +$55.9K | 0.29% | 98 |
|
|
2023
Q4 | $735K | Buy |
+5,365
| New | +$735K | 0.3% | 94 |
|
|
2023
Q1 | – | Sell |
-1,490
| Closed | -$228K | – | 248 |
|
|
2022
Q4 | $228K | Buy |
+1,490
| New | +$228K | 0.12% | 203 |
|
|
2022
Q3 | – | Sell |
-815
| Closed | -$124K | – | 961 |
|
|
2022
Q2 | $124K | Buy |
+815
| New | +$124K | 0.06% | 290 |
|