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