Clear Creek Financial Management’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
2025 Q4	–	Sell	-1,681	Closed	-$318K	–	617
2025 Q3	$318K	Sell	1,681 -62	-4%	-$11.4K	0.03%	472
2025 Q2	$308K	Buy	+1,743	New	+$301K	0.03%	438
2024 Q4	–	Sell	-4,992	Closed	-$869K	–	514
2024 Q3	$869K	Sell	4,992 -487	-9%	-$78.3K	0.1%	190
2024 Q2	$810K	Buy	5,479 +576	+12%	+$85.8K	0.1%	186
2024 Q1	$699K	Buy	4,903 +16	+0.3%	+$2.16K	0.09%	195
2023 Q4	$670K	Buy	4,887 +21	+0.4%	+$2.77K	0.11%	163
2023 Q3	$621K	Sell	4,866 -60	-1%	-$8.39K	0.11%	147
2023 Q2	$700K	Sell	4,926 -101	-2%	-$14.8K	0.12%	140
2023 Q1	$742K	Sell	5,027 -237	-5%	-$35.1K	0.14%	123
2022 Q4	$807K	Sell	5,264 -16	-0.3%	-$2.37K	0.18%	111
2022 Q3	$751K	Sell	5,280 -128	-2%	-$20.4K	0.17%	107
2022 Q2	$824K	Sell	5,408 -170	-3%	-$26.8K	0.17%	108
2022 Q1	$903K	Sell	5,578 -430	-7%	-$65K	0.14%	128
2021 Q4	$940K	Buy	6,008 +664	+12%	+$97.9K	0.14%	128
2021 Q3	$744K	Buy	+5,344	New	+$780K	0.12%	158