WealthOne’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $211K | Hold |
1,655
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $235K | Hold |
1,655
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $244K | Hold |
1,655
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $254K | Buy |
1,655
+15
| +0.9% | +$2.3K | 0.1% | 95 |
|
|
2022
Q3 | $233K | Hold |
1,640
| – | – | 0.1% | 98 |
|
|
2022
Q2 | $250K | Buy |
1,640
+100
| +6% | +$15.2K | 0.1% | 99 |
|
|
2022
Q1 | $249K | Buy |
+1,540
| New | +$249K | 0.09% | 105 |
|
|
2019
Q1 | – | Sell |
-180
| Closed | -$21K | – | 562 |
|
|
2018
Q4 | $21K | Buy |
+180
| New | +$21K | 0.02% | 274 |
|