Atria Wealth Solutions’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 | $9.08M | Sell |
51,419
-28,080
| -35% | -$4.96M | 0.21% | 109 |
|
|
2025
Q1 | $13.6M | Sell |
79,499
-19,657
| -20% | -$3.36M | 0.16% | 138 |
|
|
2024
Q4 | $16.2M | Buy |
99,156
+5,765
| +6% | +$942K | 0.18% | 114 |
|
|
2024
Q3 | $16.3M | Sell |
93,391
-10,293
| -10% | -$1.8M | 0.18% | 123 |
|
|
2024
Q2 | $15.4M | Sell |
103,684
-48
| -0% | -$7.14K | 0.17% | 124 |
|
|
2024
Q1 | $14.8M | Buy |
103,732
+61,165
| +144% | +$8.72M | 0.17% | 134 |
|
|
2023
Q4 | $5.83M | Sell |
42,567
-39,979
| -48% | -$5.48M | 0.07% | 270 |
|
|
2023
Q3 | $10.6M | Buy |
82,546
+40,731
| +97% | +$5.22M | 0.15% | 149 |
|
|
2023
Q2 | $5.96M | Sell |
41,815
-503
| -1% | -$71.7K | 0.08% | 239 |
|
|
2023
Q1 | $6.24M | Sell |
42,318
-5,081
| -11% | -$750K | 0.09% | 217 |
|
|
2022
Q4 | $7.27M | Sell |
47,399
-770
| -2% | -$118K | 0.12% | 187 |
|
|
2022
Q3 | $6.88M | Buy |
48,169
+14,360
| +42% | +$2.05M | 0.12% | 177 |
|
|
2022
Q2 | $5.15M | Sell |
33,809
-42,758
| -56% | -$6.51M | 0.1% | 217 |
|
|
2022
Q1 | $12.4M | Buy |
+76,567
| New | +$12.4M | 0.21% | 108 |
|