BWAM
Boyd Watterson Asset Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.1K | Sell |
550
-85
| -13% | -$15K | 0.03% | 151 |
|
|
2025
Q1 | $108K | Hold |
635
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $104K | Hold |
635
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $111K | Hold |
635
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $93.9K | Buy |
+635
| New | +$93.9K | 0.03% | 148 |
|