Capital Analysts 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 | $14K | Hold |
80
| – | – | ﹤0.01% | 1092 |
|
|
2025
Q1 | $14K | Hold |
80
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q4 | $13K | Hold |
80
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q3 | $14K | Hold |
80
| – | – | ﹤0.01% | 970 |
|
|
2024
Q2 | $12K | Hold |
80
| – | – | ﹤0.01% | 940 |
|
|
2024
Q1 | $11K | Hold |
80
| – | – | ﹤0.01% | 917 |
|
|
2023
Q4 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 894 |
|
|
2021
Q1 | – | Sell |
-73
| Closed | -$10K | – | 1105 |
|
|
2020
Q4 | $10K | Buy |
73
+1
| +1% | +$137 | ﹤0.01% | 573 |
|
|
2020
Q3 | $9K | Hold |
72
| – | – | ﹤0.01% | 600 |
|
|
2020
Q2 | $9K | Buy |
72
+1
| +1% | +$125 | ﹤0.01% | 563 |
|
|
2020
Q1 | $9K | Sell |
71
-154
| -68% | -$19.5K | ﹤0.01% | 535 |
|
|
2019
Q4 | $32K | Buy |
+225
| New | +$32K | ﹤0.01% | 449 |
|