Arkadios Wealth Advisors’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 | $228K | Buy |
+1,292
| New | +$228K | 0.01% | 1127 |
|
|
2023
Q2 | – | Sell |
-1,439
| Closed | -$212K | – | 640 |
|
|
2023
Q1 | $212K | Buy |
+1,439
| New | +$212K | 0.03% | 553 |
|
|
2022
Q4 | – | Sell |
-2,083
| Closed | -$296K | – | 584 |
|
|
2022
Q3 | $296K | Sell |
2,083
-660
| -24% | -$93.8K | 0.04% | 377 |
|
|
2022
Q2 | $418K | Buy |
2,743
+886
| +48% | +$135K | 0.06% | 322 |
|
|
2022
Q1 | $300K | Sell |
1,857
-249
| -12% | -$40.2K | 0.04% | 425 |
|
|
2021
Q4 | $329K | Sell |
2,106
-589
| -22% | -$92K | 0.04% | 416 |
|
|
2021
Q3 | $375K | Sell |
2,695
-116
| -4% | -$16.1K | 0.05% | 356 |
|
|
2021
Q2 | $390K | Buy |
2,811
+2,639
| +1,534% | +$366K | 0.05% | 382 |
|
|
2021
Q1 | $24K | Buy |
172
+31
| +22% | +$4.33K | ﹤0.01% | 924 |
|
|
2020
Q4 | $19K | Sell |
141
-575
| -80% | -$77.5K | ﹤0.01% | 773 |
|
|
2020
Q3 | $99.4K | Buy |
716
+240
| +50% | +$33.3K | 0.05% | 292 |
|
|
2020
Q2 | $60.8K | Buy |
+476
| New | +$60.8K | 0.03% | 342 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$11.6K | – | 1307 |
|
|
2019
Q4 | $11.6K | Buy |
+75
| New | +$11.6K | 0.01% | 559 |
|