CIBC Private Wealth Group’s Vanguard Utilities ETF VPU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $129K | Sell |
733
-599
| -45% | -$106K | ﹤0.01% | 1288 |
|
2025
Q1 | $211K | Hold |
1,332
| – | – | ﹤0.01% | 1061 |
|
2024
Q4 | $219K | Hold |
1,332
| – | – | ﹤0.01% | 1126 |
|
2024
Q3 | $232K | Hold |
1,332
| – | – | ﹤0.01% | 1112 |
|
2024
Q2 | $198K | Hold |
1,332
| – | – | ﹤0.01% | 1109 |
|
2024
Q1 | $189K | Buy |
+1,332
| New | +$189K | ﹤0.01% | 1145 |
|
2018
Q3 | – | Sell |
-500
| Closed | -$58K | – | 1717 |
|
2018
Q2 | $58K | Hold |
500
| – | – | ﹤0.01% | 1139 |
|
2018
Q1 | $56K | Hold |
500
| – | – | ﹤0.01% | 1134 |
|
2017
Q4 | $58K | Buy |
+500
| New | +$58K | ﹤0.01% | 1144 |
|