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BCM Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
3,281
-171
| -5% | -$31.3K | 0.13% | 52 |
|
|
2025
Q1 | $596K | Hold |
3,452
| – | – | 0.14% | 53 |
|
|
2024
Q4 | $584K | Hold |
3,452
| – | – | 0.13% | 52 |
|
|
2024
Q3 | $575K | Hold |
3,452
| – | – | 0.13% | 51 |
|
|
2024
Q2 | $556K | Hold |
3,452
| – | – | 0.13% | 52 |
|
|
2024
Q1 | $499K | Sell |
3,452
-297
| -8% | -$43K | 0.13% | 52 |
|
|
2023
Q4 | $499K | Sell |
3,749
-480
| -11% | -$63.8K | 0.13% | 51 |
|
|
2023
Q3 | $555K | Sell |
4,229
-196,646
| -98% | -$25.8M | 0.16% | 51 |
|
|
2023
Q2 | $29.3M | Sell |
200,875
-843
| -0.4% | -$123K | 7.84% | 5 |
|
|
2023
Q1 | $30.3M | Buy |
201,718
+2,315
| +1% | +$347K | 8.19% | 5 |
|
|
2022
Q4 | $30.2M | Buy |
199,403
+9,057
| +5% | +$1.37M | 8.35% | 5 |
|
|
2022
Q3 | $28M | Buy |
+190,346
| New | +$28M | 8.24% | 4 |
|