Bogart Wealth LLC’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 | $79.1K | Hold |
448
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $76.5K | Hold |
448
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $73.2K | Hold |
448
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $78K | Hold |
448
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $66.3K | Hold |
448
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $63.9K | Hold |
448
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $61.4K | Buy |
448
+443
| +8,860% | +$60.7K | ﹤0.01% | 340 |
|
|
2023
Q3 | $638 | Hold |
5
| – | – | ﹤0.01% | 991 |
|
|
2023
Q2 | $711 | Sell |
5
-1
| -17% | -$142 | ﹤0.01% | 967 |
|
|
2023
Q1 | $885 | Hold |
6
| – | – | ﹤0.01% | 997 |
|
|
2022
Q4 | $920 | Buy |
+6
| New | +$920 | ﹤0.01% | 864 |
|