Autumn Glory Partners’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 | $472K | Buy |
2,674
+2
| +0.1% | +$353 | 0.22% | 118 |
|
2025
Q1 | $456K | Buy |
2,672
+1
| +0% | +$171 | 0.23% | 113 |
|
2024
Q4 | $437K | Sell |
2,671
-33
| -1% | -$5.39K | 0.21% | 106 |
|
2024
Q3 | $471K | Buy |
2,704
+2
| +0.1% | +$348 | 0.18% | 140 |
|
2024
Q2 | $400K | Hold |
2,702
| – | – | 0.2% | 101 |
|
2024
Q1 | $385K | Buy |
2,702
+1
| +0% | +$143 | 0.19% | 105 |
|
2023
Q4 | $365K | Buy |
2,701
+1
| +0% | +$135 | 0.21% | 105 |
|
2023
Q3 | $344K | Sell |
2,700
-620
| -19% | -$79.1K | 0.21% | 104 |
|
2023
Q2 | $472K | Sell |
3,320
-41
| -1% | -$5.83K | 0.35% | 75 |
|
2023
Q1 | $496K | Sell |
3,361
-3,361
| -50% | -$496K | 0.42% | 61 |
|
2022
Q4 | $1.03M | Buy |
6,722
+3,788
| +129% | +$581K | 0.55% | 57 |
|
2022
Q3 | $417K | Sell |
2,934
-661
| -18% | -$93.9K | 0.28% | 88 |
|
2022
Q2 | $548K | Hold |
3,595
| – | – | 0.4% | 65 |
|
2022
Q1 | $582K | Buy |
3,595
+661
| +23% | +$107K | 0.34% | 92 |
|
2021
Q4 | $459K | Buy |
+2,934
| New | +$459K | 0.19% | 122 |
|