Capital Investment Advisors’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
$253K Buy
1,431
+257
+22% +$45.4K ﹤0.01% 609
2025
Q1
$200K Buy
+1,174
New +$200K ﹤0.01% 641
2024
Q4
Sell
-1,322
Closed -$230K 697
2024
Q3
$230K Buy
+1,322
New +$230K ﹤0.01% 585