CWM
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Centricity Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Centricity Wealth Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$137K Hold
777
– – 0.11% 99
2025
Q1 		$133K Buy
777
+194
+33% +$33.1K 0.12% 95
2024
Q4 		$95.3K Buy
+583
New +$95.3K 0.09% 119