Cora Capital 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 | $425K | Buy |
2,410
+605
| +34% | +$107K | 0.19% | 62 |
|
|
2025
Q1 | $308K | Hold |
1,805
| – | – | 0.15% | 76 |
|
|
2024
Q4 | $295K | Sell |
1,805
-319
| -15% | -$52.1K | 0.14% | 77 |
|
|
2024
Q3 | $370K | Sell |
2,124
-190
| -8% | -$33.1K | 0.18% | 66 |
|
|
2024
Q2 | $342K | Sell |
2,314
-178
| -7% | -$26.3K | 0.18% | 62 |
|
|
2024
Q1 | $355K | Hold |
2,492
| – | – | 0.19% | 63 |
|
|
2023
Q4 | $342K | Sell |
2,492
-378
| -13% | -$51.8K | 0.2% | 63 |
|
|
2023
Q3 | $366K | Sell |
2,870
-318
| -10% | -$40.6K | 0.25% | 60 |
|
|
2023
Q2 | $453K | Sell |
3,188
-109
| -3% | -$15.5K | 0.3% | 56 |
|
|
2023
Q1 | $486K | Hold |
3,297
| – | – | 0.36% | 46 |
|
|
2022
Q4 | $506K | Buy |
+3,297
| New | +$506K | 0.35% | 43 |
|