Wealthspire Advisors (Maryland)’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-914
| Closed | -$118K | – | 2037 |
|
|
2019
Q1 | $118K | Hold |
914
| – | – | 0.01% | 581 |
|
|
2018
Q4 | $108K | Hold |
914
| – | – | 0.01% | 580 |
|
|
2018
Q3 | $108K | Hold |
914
| – | – | 0.01% | 655 |
|
|
2018
Q2 | $106K | Hold |
914
| – | – | 0.01% | 685 |
|
|
2018
Q1 | $102K | Hold |
914
| – | – | 0.01% | 708 |
|
|
2017
Q4 | $107K | Hold |
914
| – | – | 0.01% | 689 |
|
|
2017
Q3 | $107K | Sell |
914
-300
| -25% | -$35.1K | 0.01% | 681 |
|
|
2017
Q2 | $139K | Sell |
1,214
-492
| -29% | -$56.3K | 0.02% | 570 |
|
|
2017
Q1 | $192K | Sell |
1,706
-100
| -6% | -$11.3K | 0.03% | 408 |
|
|
2016
Q4 | $193K | Hold |
1,806
| – | – | 0.03% | 384 |
|
|
2016
Q3 | $193K | Sell |
1,806
-100
| -5% | -$10.7K | 0.03% | 395 |
|
|
2016
Q2 | $218K | Sell |
1,906
-150
| -7% | -$17.2K | 0.04% | 341 |
|
|
2016
Q1 | $221K | Hold |
2,056
| – | – | 0.04% | 338 |
|
|
2015
Q4 | $193K | Buy |
+2,056
| New | +$193K | 0.04% | 367 |
|