Atticus Wealth 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 | $156K | Sell |
883
-18
| -2% | -$3.18K | 0.04% | 193 |
|
|
2025
Q1 | $154K | Buy |
901
+176
| +24% | +$30.1K | 0.05% | 130 |
|
|
2024
Q4 | $118K | Sell |
725
-55
| -7% | -$8.99K | 0.04% | 153 |
|
|
2024
Q3 | $136K | Sell |
780
-15
| -2% | -$2.61K | 0.04% | 145 |
|
|
2024
Q2 | $118K | Sell |
795
-178
| -18% | -$26.3K | 0.04% | 151 |
|
|
2024
Q1 | $139K | Sell |
973
-168
| -15% | -$24K | 0.05% | 140 |
|
|
2023
Q4 | $156K | Buy |
1,141
+181
| +19% | +$24.8K | 0.06% | 131 |
|
|
2023
Q3 | $122K | Buy |
960
+65
| +7% | +$8.29K | 0.05% | 157 |
|
|
2023
Q2 | $127K | Buy |
895
+200
| +29% | +$28.4K | 0.05% | 159 |
|
|
2023
Q1 | $103K | Hold |
695
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $107K | Sell |
695
-65
| -9% | -$9.97K | 0.04% | 174 |
|
|
2022
Q3 | $116K | Hold |
760
| – | – | 0.06% | 153 |
|
|
2022
Q2 | $116K | Hold |
760
| – | – | 0.05% | 170 |
|
|
2022
Q1 | $123K | Hold |
760
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $119K | Hold |
760
| – | – | 0.05% | 158 |
|
|
2021
Q3 | $106K | Hold |
760
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $105K | Sell |
760
-70
| -8% | -$9.67K | 0.05% | 160 |
|
|
2021
Q1 | $117K | Sell |
830
-100
| -11% | -$14.1K | 0.06% | 144 |
|
|
2020
Q4 | $128K | Hold |
930
| – | – | 0.06% | 138 |
|
|
2020
Q3 | $120K | Hold |
930
| – | – | 0.07% | 121 |
|
|
2020
Q2 | $115K | Hold |
930
| – | – | 0.08% | 119 |
|
|
2020
Q1 | $113K | Hold |
930
| – | – | 0.09% | 110 |
|
|
2019
Q4 | $133K | Buy |
+930
| New | +$133K | 0.08% | 112 |
|