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