Whitegate Investment Counselors’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,102	Closed	-$432K	–	209
2021 Q3	$432K	Hold	3,102	–	–	0.06%	169
2021 Q2	$430K	Sell	3,102 -48	-2%	-$6.65K	0.06%	170
2021 Q1	$443K	Buy	+3,150	New	+$443K	0.07%	160