Congress Wealth 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 | $9.3M | Buy |
52,667
+10,961
| +26% | +$1.93M | 0.09% | 263 |
|
|
2025
Q1 | $7.12M | Buy |
41,706
+31,039
| +291% | +$5.3M | 0.09% | 268 |
|
|
2024
Q4 | $1.74M | Buy |
10,667
+7,898
| +285% | +$1.29M | 0.02% | 433 |
|
|
2024
Q3 | $482K | Buy |
+2,769
| New | +$482K | 0.01% | 638 |
|
|
2023
Q4 | – | Sell |
-26,231
| Closed | -$3.35M | – | 674 |
|
|
2023
Q3 | $3.35M | Sell |
26,231
-3,011
| -10% | -$384K | 0.07% | 255 |
|
|
2023
Q2 | $4.16M | Sell |
29,242
-3,484
| -11% | -$495K | 0.1% | 211 |
|
|
2023
Q1 | $4.83M | Sell |
32,726
-7,732
| -19% | -$1.14M | 0.12% | 190 |
|
|
2022
Q4 | $6.2M | Sell |
40,458
-5,086
| -11% | -$780K | 0.16% | 166 |
|
|
2022
Q3 | $6.48M | Sell |
45,544
-2,432
| -5% | -$346K | 0.17% | 161 |
|
|
2022
Q2 | $7.31M | Sell |
47,976
-357
| -0.7% | -$54.4K | 0.19% | 157 |
|
|
2022
Q1 | $7.82M | Buy |
48,333
+1,780
| +4% | +$288K | 0.17% | 169 |
|
|
2021
Q4 | $7.28M | Buy |
+46,553
| New | +$7.28M | 0.14% | 183 |
|