AWS
Aspen Wealth Strategies’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
2,195
+193
| +10% | +$34.1K | 0.23% | 55 |
|
|
2025
Q1 | $342K | Hold |
2,002
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $327K | Sell |
2,002
-115
| -5% | -$18.8K | 0.21% | 57 |
|
|
2024
Q3 | $368K | Sell |
2,117
-9
| -0.4% | -$1.57K | 0.24% | 58 |
|
|
2024
Q2 | $324K | Buy |
2,126
+154
| +8% | +$23.5K | 0.23% | 54 |
|
|
2024
Q1 | $281K | Hold |
1,972
| – | – | 0.19% | 63 |
|
|
2023
Q4 | $270K | Hold |
1,972
| – | – | 0.2% | 66 |
|
|
2023
Q3 | $252K | Buy |
1,972
+6
| +0.3% | +$765 | 0.2% | 62 |
|
|
2023
Q2 | $280K | Buy |
+1,966
| New | +$280K | 0.21% | 59 |
|