Bard Associates’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 | $1.71M | Buy |
9,700
+85
| +0.9% | +$15K | 0.55% | 65 |
|
2025
Q1 | $1.64M | Buy |
9,615
+31
| +0.3% | +$5.3K | 0.61% | 61 |
|
2024
Q4 | $1.57M | Buy |
9,584
+277
| +3% | +$45.3K | 0.53% | 64 |
|
2024
Q3 | $1.63M | Buy |
9,307
+1,077
| +13% | +$189K | 0.56% | 65 |
|
2024
Q2 | $1.23M | Buy |
8,230
+60
| +0.7% | +$8.95K | 0.47% | 76 |
|
2024
Q1 | $1.16M | Buy |
+8,170
| New | +$1.16M | 0.42% | 81 |
|