Advisornet Financial’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 | $59.2K | Buy |
335
+61
| +22% | +$10.8K | ﹤0.01% | 936 |
|
2025
Q1 | $46.9K | Buy |
274
+24
| +10% | +$4.11K | ﹤0.01% | 954 |
|
2024
Q4 | $40.9K | Hold |
250
| – | – | ﹤0.01% | 926 |
|
2024
Q3 | $43.5K | Hold |
250
| – | – | ﹤0.01% | 942 |
|
2024
Q2 | $37K | Sell |
250
-65
| -21% | -$9.62K | ﹤0.01% | 912 |
|
2024
Q1 | $44.9K | Sell |
315
-1,092
| -78% | -$156K | ﹤0.01% | 840 |
|
2023
Q4 | $193K | Sell |
1,407
-36
| -2% | -$4.93K | 0.02% | 479 |
|
2023
Q3 | $184K | Sell |
1,443
-196
| -12% | -$25K | 0.02% | 469 |
|
2023
Q2 | $233K | Sell |
1,639
-187
| -10% | -$26.6K | 0.02% | 451 |
|
2023
Q1 | $269K | Sell |
1,826
-2
| -0.1% | -$295 | 0.02% | 417 |
|
2022
Q4 | $280K | Buy |
1,828
+222
| +14% | +$34K | 0.03% | 410 |
|
2022
Q3 | $229K | Buy |
1,606
+30
| +2% | +$4.28K | 0.02% | 476 |
|
2022
Q2 | $240K | Sell |
1,576
-91
| -5% | -$13.9K | 0.02% | 466 |
|
2022
Q1 | $270K | Sell |
1,667
-118
| -7% | -$19.1K | 0.02% | 483 |
|
2021
Q4 | $279K | Buy |
1,785
+22
| +1% | +$3.44K | 0.02% | 511 |
|
2021
Q3 | $245K | Buy |
1,763
+250
| +17% | +$34.7K | 0.02% | 517 |
|
2021
Q2 | $210K | Sell |
1,513
-238
| -14% | -$33K | 0.01% | 580 |
|
2021
Q1 | $246K | Sell |
1,751
-382
| -18% | -$53.7K | 0.02% | 502 |
|
2020
Q4 | $293K | Sell |
2,133
-1,988
| -48% | -$273K | 0.02% | 425 |
|
2020
Q3 | $529K | Sell |
4,121
-4,253
| -51% | -$546K | 0.05% | 331 |
|
2020
Q2 | $1.04M | Sell |
8,374
-131
| -2% | -$16.2K | 0.08% | 217 |
|
2020
Q1 | $1.04M | Buy |
8,505
+2,255
| +36% | +$275K | 0.1% | 184 |
|
2019
Q4 | $893K | Buy |
6,250
+1,027
| +20% | +$147K | 0.08% | 234 |
|
2019
Q3 | $750K | Buy |
5,223
+1,141
| +28% | +$164K | 0.07% | 256 |
|
2019
Q2 | $543K | Buy |
4,082
+2,191
| +116% | +$291K | 0.06% | 289 |
|
2019
Q1 | $245K | Buy |
1,891
+72
| +4% | +$9.33K | 0.03% | 395 |
|
2018
Q4 | $214K | Buy |
1,819
+14
| +0.8% | +$1.65K | 0.03% | 390 |
|
2018
Q3 | $213K | Sell |
1,805
-260
| -13% | -$30.7K | 0.03% | 405 |
|
2018
Q2 | $239K | Sell |
2,065
-479
| -19% | -$55.4K | 0.03% | 364 |
|
2018
Q1 | $284K | Buy |
2,544
+15
| +0.6% | +$1.68K | 0.04% | 326 |
|
2017
Q4 | $295K | Buy |
+2,529
| New | +$295K | 0.04% | 284 |
|