Anchor Investment 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 | $1.05M | Buy |
5,931
+135
| +2% | +$23.8K | 0.09% | 189 |
|
|
2025
Q1 | $990K | Buy |
5,796
+134
| +2% | +$22.9K | 0.09% | 186 |
|
|
2024
Q4 | $925K | Buy |
5,662
+140
| +3% | +$22.9K | 0.09% | 193 |
|
|
2024
Q3 | $961K | Buy |
5,522
+373
| +7% | +$64.9K | 0.09% | 189 |
|
|
2024
Q2 | $762K | Buy |
5,149
+1,223
| +31% | +$181K | 0.08% | 198 |
|
|
2024
Q1 | $560K | Buy |
3,926
+651
| +20% | +$92.8K | 0.06% | 230 |
|
|
2023
Q4 | $449K | Buy |
3,275
+254
| +8% | +$34.8K | 0.05% | 254 |
|
|
2023
Q3 | $385K | Buy |
3,021
+248
| +9% | +$31.6K | 0.05% | 261 |
|
|
2023
Q2 | $394K | Buy |
2,773
+123
| +5% | +$17.5K | 0.05% | 262 |
|
|
2023
Q1 | $391K | Buy |
2,650
+124
| +5% | +$18.3K | 0.05% | 258 |
|
|
2022
Q4 | $387K | Buy |
2,526
+202
| +9% | +$31K | 0.06% | 253 |
|
|
2022
Q3 | $331K | Sell |
2,324
-79
| -3% | -$11.2K | 0.05% | 261 |
|
|
2022
Q2 | $366K | Sell |
2,403
-43,138
| -95% | -$6.57M | 0.05% | 257 |
|
|
2022
Q1 | $7.37M | Buy |
45,541
+1,600
| +4% | +$259K | 0.93% | 23 |
|
|
2021
Q4 | $6.87M | Buy |
43,941
+4,293
| +11% | +$671K | 0.85% | 26 |
|
|
2021
Q3 | $5.52M | Buy |
39,648
+1,394
| +4% | +$194K | 0.77% | 30 |
|
|
2021
Q2 | $5.31M | Buy |
38,254
+4,272
| +13% | +$593K | 0.73% | 32 |
|
|
2021
Q1 | $4.77M | Buy |
33,982
+31,522
| +1,281% | +$4.43M | 0.73% | 33 |
|
|
2020
Q4 | $338K | Sell |
2,460
-5
| -0.2% | -$686 | 0.06% | 222 |
|
|
2020
Q3 | $318K | Buy |
2,465
+744
| +43% | +$96.1K | 0.06% | 213 |
|
|
2020
Q2 | $213K | Hold |
1,721
| – | – | 0.05% | 251 |
|
|
2020
Q1 | $210K | Sell |
1,721
-156
| -8% | -$19K | 0.05% | 232 |
|
|
2019
Q4 | $268K | Sell |
1,877
-59
| -3% | -$8.43K | 0.06% | 243 |
|
|
2019
Q3 | $278K | Sell |
1,936
-32
| -2% | -$4.6K | 0.06% | 236 |
|
|
2019
Q2 | $262K | Hold |
1,968
| – | – | 0.06% | 249 |
|
|
2019
Q1 | $255K | Sell |
1,968
-1,107
| -36% | -$143K | 0.06% | 243 |
|
|
2018
Q4 | $362K | Hold |
3,075
| – | – | 0.1% | 194 |
|
|
2018
Q3 | $362K | Sell |
3,075
-250
| -8% | -$29.5K | 0.08% | 219 |
|
|
2018
Q2 | $386K | Hold |
3,325
| – | – | 0.1% | 212 |
|
|
2018
Q1 | $372K | Sell |
3,325
-236
| -7% | -$26.4K | 0.1% | 215 |
|
|
2017
Q4 | $415K | Sell |
3,561
-12
| -0.3% | -$1.4K | 0.11% | 195 |
|
|
2017
Q3 | $417K | Buy |
+3,573
| New | +$417K | 0.12% | 177 |
|