YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50
| Closed | -$7K | – | 634 |
|
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2019
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 644 |
|
|
2018
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 622 |
|
|
2018
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 644 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 674 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 689 |
|
|
2017
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 710 |
|
|
2017
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 695 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$6K | – | 918 |
|
|
2017
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 679 |
|
|
2016
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 683 |
|