Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.56M | Sell |
23,017
-482
| -2% | -$93.7K | 0.01% | 851 |
|
|
2025
Q4 | $4.35M | Buy |
23,499
+18,986
| +421% | +$3.64M | 0.01% | 842 |
|
|
2025
Q3 | $855K | Sell |
4,513
-129
| -3% | -$23.6K | ﹤0.01% | 1500 |
|
|
2025
Q2 | $819K | Buy |
4,642
+550
| +13% | +$94.9K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $699K | Sell |
4,092
-365
| -8% | -$61.7K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $728K | Buy |
4,457
+701
| +19% | +$120K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $654K | Sell |
3,756
-43
| -1% | -$6.91K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $562K | Sell |
3,799
-181
| -5% | -$27K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $567K | Sell |
3,980
-1,809
| -31% | -$245K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $794K | Buy |
5,789
+4,780
| +474% | +$631K | ﹤0.01% | 904 |
|
|
2023
Q3 | $129K | Hold |
1,009
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q2 | $143K | Sell |
1,009
-314
| -24% | -$46K | ﹤0.01% | 1388 |
|
|
2023
Q1 | $195K | Sell |
1,323
-59
| -4% | -$8.73K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $212K | Sell |
1,382
-946
| -41% | -$140K | ﹤0.01% | 1086 |
|
|
2022
Q3 | $331K | Buy |
2,328
+197
| +9% | +$31.4K | ﹤0.01% | 879 |
|
|
2022
Q2 | $325K | Buy |
2,131
+26
| +1% | +$4.09K | ﹤0.01% | 868 |
|
|
2022
Q1 | $341K | Buy |
2,105
+101
| +5% | +$15.3K | ﹤0.01% | 843 |
|
|
2021
Q4 | $313K | Buy |
+2,004
| New | +$296K | ﹤0.01% | 857 |
|
|
2021
Q2 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2021
Q1 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2020
Q4 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2020
Q3 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2020
Q2 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2020
Q1 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2019
Q3 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2019
Q2 | $150K | Hold |
1,080
| – | – | ﹤0.01% | 996 |
|
|
2019
Q1 | $150K | Buy |
1,080
+1,041
| +2,669% | +$129K | ﹤0.01% | 996 |
|
|
2018
Q4 | $5K | Buy |
+39
| New | +$4.72K | ﹤0.01% | 1550 |
|
Other funds holding VPU
BCMIO
