CBIZ Investment Advisory Services’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
$60.5K Buy
343
+2
+0.6% +$353 ﹤0.01% 115
2025
Q1
$58.2K Buy
341
+3
+0.9% +$512 ﹤0.01% 107
2024
Q4
$55.3K Buy
338
+5
+2% +$817 ﹤0.01% 103
2024
Q3
$58.4K Buy
+333
New +$58.4K ﹤0.01% 99