Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Buy |
106,745
+3,073
| +3% | +$597K | 1.29% | 18 |
|
|
2025
Q4 | $19.2M | Buy |
103,672
+4,047
| +4% | +$777K | 1.21% | 19 |
|
|
2025
Q3 | $18.9M | Buy |
99,625
+5,185
| +5% | +$950K | 1.27% | 18 |
|
|
2025
Q2 | $16.7M | Buy |
94,440
+5,595
| +6% | +$965K | 1.2% | 19 |
|
|
2025
Q1 | $15.2M | Buy |
88,845
+7,020
| +9% | +$1.19M | 1.21% | 20 |
|
|
2024
Q4 | $13.4M | Buy |
81,825
+71,791
| +715% | +$12.3M | 1.09% | 19 |
|
|
2024
Q3 | $1.75M | Buy |
10,034
+91
| +0.9% | +$14.6K | 0.15% | 128 |
|
|
2024
Q2 | $1.47M | Sell |
9,943
-554
| -5% | -$82.6K | 0.13% | 140 |
|
|
2024
Q1 | $1.5M | Buy |
10,497
+400
| +4% | +$54.1K | 0.14% | 128 |
|
|
2023
Q4 | $1.38M | Buy |
10,097
+994
| +11% | +$131K | 0.14% | 131 |
|
|
2023
Q3 | $1.16M | Buy |
9,103
+1,470
| +19% | +$206K | 0.14% | 132 |
|
|
2023
Q2 | $1.09M | Buy |
7,633
+313
| +4% | +$45.8K | 0.13% | 144 |
|
|
2023
Q1 | $1.08M | Sell |
7,320
-527
| -7% | -$78K | 0.14% | 138 |
|
|
2022
Q4 | $1.2M | Buy |
7,847
+543
| +7% | +$80.5K | 0.18% | 110 |
|
|
2022
Q3 | $1.04M | Sell |
7,304
-2,486
| -25% | -$396K | 0.17% | 116 |
|
|
2022
Q2 | $1.49M | Buy |
9,790
+361
| +4% | +$56.8K | 0.24% | 87 |
|
|
2022
Q1 | $1.53M | Buy |
9,429
+63
| +0.7% | +$9.53K | 0.23% | 95 |
|
|
2021
Q4 | $1.47M | Sell |
9,366
-121
| -1% | -$17.8K | 0.22% | 95 |
|
|
2021
Q3 | $1.32M | Buy |
9,487
+1,023
| +12% | +$149K | 0.22% | 96 |
|
|
2021
Q2 | $1.17M | Buy |
8,464
+8
| +0.1% | +$1.15K | 0.2% | 100 |
|
|
2021
Q1 | $1.19M | Buy |
8,456
+621
| +8% | +$84.6K | 0.23% | 85 |
|
|
2020
Q4 | $1.07M | Buy |
7,835
+665
| +9% | +$91.7K | 0.23% | 85 |
|
|
2020
Q3 | $926K | Buy |
7,170
+6,631
| +1,230% | +$858K | 0.23% | 86 |
|
|
2020
Q2 | $67K | Buy |
+539
| New | +$68.2K | 0.02% | 368 |
|
Other funds holding VPU
BCMIO
