CTWM
Cherry Tree Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
3,143
| – | – | 0.13% | 84 |
|
|
2025
Q1 | $537K | Hold |
3,143
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $514K | Hold |
3,143
| – | – | 0.13% | 86 |
|
|
2024
Q3 | $547K | Sell |
3,143
-86
| -3% | -$15K | 0.13% | 88 |
|
|
2024
Q2 | $478K | Sell |
3,229
-168
| -5% | -$24.9K | 0.12% | 91 |
|
|
2024
Q1 | $484K | Sell |
3,397
-381
| -10% | -$54.3K | 0.12% | 89 |
|
|
2023
Q4 | $518K | Sell |
3,778
-812
| -18% | -$111K | 0.14% | 84 |
|
|
2023
Q3 | $585K | Sell |
4,590
-366
| -7% | -$46.7K | 0.17% | 74 |
|
|
2023
Q2 | $705K | Buy |
+4,956
| New | +$705K | 0.21% | 67 |
|