Accel Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
9,612
-23
| -0.2% | -$4.06K | 0.57% | 50 |
|
|
2025
Q1 | $1.65M | Sell |
9,635
-426
| -4% | -$72.8K | 0.59% | 47 |
|
|
2024
Q4 | $1.64M | Buy |
10,061
+158
| +2% | +$25.8K | 0.62% | 42 |
|
|
2024
Q3 | $1.72M | Buy |
9,903
+1,680
| +20% | +$292K | 0.64% | 44 |
|
|
2024
Q2 | $1.22M | Buy |
8,223
+1,647
| +25% | +$244K | 0.49% | 55 |
|
|
2024
Q1 | $938K | Buy |
6,576
+655
| +11% | +$93.4K | 0.4% | 65 |
|
|
2023
Q4 | $812K | Sell |
5,921
-1,826
| -24% | -$250K | 0.41% | 67 |
|
|
2023
Q3 | $988K | Sell |
7,747
-84
| -1% | -$10.7K | 0.55% | 52 |
|
|
2023
Q2 | $1.11M | Sell |
7,831
-503
| -6% | -$71.5K | 0.61% | 49 |
|
|
2023
Q1 | $1.23M | Buy |
8,334
+1
| +0% | +$148 | 0.5% | 54 |
|
|
2022
Q4 | $1.28M | Buy |
8,333
+140
| +2% | +$21.5K | 0.61% | 45 |
|
|
2022
Q3 | $1.23M | Buy |
8,193
+114
| +1% | +$17.1K | 0.65% | 44 |
|
|
2022
Q2 | $1.23M | Buy |
8,079
+85
| +1% | +$12.9K | 0.7% | 42 |
|
|
2022
Q1 | $1.31M | Buy |
7,994
+68
| +0.9% | +$11.2K | 0.68% | 42 |
|
|
2021
Q4 | $1.24M | Buy |
7,926
+3,891
| +96% | +$609K | 0.61% | 47 |
|
|
2021
Q3 | $561K | Buy |
4,035
+610
| +18% | +$84.8K | 0.36% | 63 |
|
|
2021
Q2 | $475K | Buy |
3,425
+280
| +9% | +$38.8K | 0.31% | 73 |
|
|
2021
Q1 | $442K | Hold |
3,145
| – | – | 0.36% | 58 |
|
|
2020
Q4 | $432K | Buy |
+3,145
| New | +$432K | 0.4% | 53 |
|