WealthPLAN Partners’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 | – | Sell |
-49
| Closed | -$6.97K | – | 1156 |
|
|
2023
Q2 | $6.97K | Hold |
49
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $7.23K | Buy |
+49
| New | +$7.23K | ﹤0.01% | 935 |
|
|
2016
Q3 | $17.6K | Sell |
170
-241
| -59% | -$24.9K | 0.01% | 507 |
|
|
2016
Q2 | $19.5K | Buy |
+411
| New | +$19.5K | ﹤0.01% | 1418 |
|
|
2015
Q4 | $20.7K | Buy |
+660
| New | +$20.7K | ﹤0.01% | 900 |
|
|
2015
Q2 | $20K | Hold |
220
| – | – | 0.01% | 255 |
|
|
2015
Q1 | $21K | Buy |
+220
| New | +$21K | 0.01% | 315 |
|