Almanack Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
2,723
| – | – | 0.08% | 123 |
|
|
2025
Q1 | $465K | Buy |
+2,723
| New | +$465K | 0.09% | 94 |
|
|
2021
Q1 | – | Sell |
-1,823
| Closed | -$250K | – | 472 |
|
|
2020
Q4 | $250K | Sell |
1,823
-125
| -6% | -$17.1K | 0.03% | 313 |
|
|
2020
Q3 | $282K | Sell |
1,948
-4,865
| -71% | -$704K | 0.03% | 305 |
|
|
2020
Q2 | $843K | Sell |
6,813
-11,939
| -64% | -$1.48M | 0.15% | 75 |
|
|
2020
Q1 | $2.29M | Buy |
18,752
+10,325
| +123% | +$1.26M | 0.49% | 35 |
|
|
2019
Q4 | $1.2M | Sell |
8,427
-31,544
| -79% | -$4.51M | 0.23% | 60 |
|
|
2019
Q3 | $5.78M | Buy |
39,971
+2,106
| +6% | +$304K | 1.12% | 28 |
|
|
2019
Q2 | $5.03M | Buy |
37,865
+7,747
| +26% | +$1.03M | 1.16% | 23 |
|
|
2019
Q1 | $3.9M | Sell |
30,118
-375
| -1% | -$48.6K | 1.1% | 21 |
|
|
2018
Q4 | $3.59M | Sell |
30,493
-19,827
| -39% | -$2.34M | 1.06% | 24 |
|
|
2018
Q3 | $6.16M | Buy |
+50,320
| New | +$6.16M | 1.62% | 21 |
|