Concurrent Investment Advisors’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 | $752K | Buy |
4,260
+79
| +2% | +$13.9K | 0.01% | 686 |
|
|
2025
Q1 | $714K | Buy |
4,181
+2,792
| +201% | +$477K | 0.02% | 636 |
|
|
2024
Q4 | $227K | Sell |
1,389
-63
| -4% | -$10.3K | 0.01% | 928 |
|
|
2024
Q3 | $253K | Sell |
1,452
-131
| -8% | -$22.8K | 0.01% | 835 |
|
|
2024
Q2 | $234K | Buy |
+1,583
| New | +$234K | 0.01% | 806 |
|
|
2024
Q1 | – | Sell |
-1,909
| Closed | -$262K | – | 940 |
|
|
2023
Q4 | $262K | Buy |
+1,909
| New | +$262K | 0.01% | 690 |
|