Clear Creek Financial Management’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 | $308K | Buy |
+1,743
| New | +$308K | 0.03% | 438 |
|
|
2024
Q4 | – | Sell |
-4,992
| Closed | -$869K | – | 514 |
|
|
2024
Q3 | $869K | Sell |
4,992
-487
| -9% | -$84.8K | 0.1% | 190 |
|
|
2024
Q2 | $810K | Buy |
5,479
+576
| +12% | +$85.2K | 0.1% | 186 |
|
|
2024
Q1 | $699K | Buy |
4,903
+16
| +0.3% | +$2.28K | 0.09% | 195 |
|
|
2023
Q4 | $670K | Buy |
4,887
+21
| +0.4% | +$2.88K | 0.11% | 163 |
|
|
2023
Q3 | $621K | Sell |
4,866
-60
| -1% | -$7.65K | 0.11% | 147 |
|
|
2023
Q2 | $700K | Sell |
4,926
-101
| -2% | -$14.4K | 0.12% | 140 |
|
|
2023
Q1 | $742K | Sell |
5,027
-237
| -5% | -$35K | 0.14% | 123 |
|
|
2022
Q4 | $807K | Sell |
5,264
-16
| -0.3% | -$2.45K | 0.18% | 111 |
|
|
2022
Q3 | $751K | Sell |
5,280
-128
| -2% | -$18.2K | 0.17% | 107 |
|
|
2022
Q2 | $824K | Sell |
5,408
-170
| -3% | -$25.9K | 0.17% | 108 |
|
|
2022
Q1 | $903K | Sell |
5,578
-430
| -7% | -$69.6K | 0.14% | 128 |
|
|
2021
Q4 | $940K | Buy |
6,008
+664
| +12% | +$104K | 0.14% | 128 |
|
|
2021
Q3 | $744K | Buy |
+5,344
| New | +$744K | 0.12% | 158 |
|