WCA
Windsor Creek Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $308K | Sell |
2,091
-991
| -32% | -$146K | 0.09% | 81 |
|
|
2021
Q3 | $429K | Hold |
3,082
| – | – | 0.12% | 87 |
|
|
2021
Q2 | $428K | Sell |
3,082
-5,986
| -66% | -$831K | 0.11% | 123 |
|
|
2021
Q1 | $1.27M | Buy |
9,068
+3,014
| +50% | +$423K | 0.33% | 65 |
|
|
2020
Q4 | $831K | Sell |
6,054
-7,715
| -56% | -$1.06M | 0.21% | 87 |
|
|
2020
Q3 | $1.78M | Buy |
13,769
+2,259
| +20% | +$292K | 0.51% | 45 |
|
|
2020
Q2 | $1.42M | Buy |
+11,510
| New | +$1.42M | 0.47% | 40 |
|