Bogart Wealth LLC’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.8K | Hold |
|
|||||
|
2025
Q2 | $79.1K | Hold |
|
|||||
|
2025
Q1 | $76.5K | Hold |
|
|||||
|
2024
Q4 | $73.2K | Hold |
|
|||||
|
2024
Q3 | $78K | Hold |
|
|||||
|
2024
Q2 | $66.3K | Hold |
|
|||||
|
2024
Q1 | $63.9K | Hold |
|
|||||
|
2023
Q4 | $61.4K | Buy |
|
|||||
|
2023
Q3 | $638 | Hold |
|
|||||
|
2023
Q2 | $711 | Sell |
|
|||||
|
2023
Q1 | $885 | Hold |
|
|||||
|
2022
Q4 | $920 | Buy |
|