CFP
Curran Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
8,425
+1,787
| +27% | +$315K | 0.33% | 51 |
|
|
2025
Q1 | $1.13M | Buy |
6,638
+4,395
| +196% | +$751K | 0.28% | 45 |
|
|
2024
Q4 | $367K | Sell |
2,243
-6,572
| -75% | -$1.07M | 0.1% | 72 |
|
|
2024
Q3 | $1.53M | Buy |
8,815
+2
| +0% | +$348 | 0.44% | 43 |
|
|
2024
Q2 | $1.3M | Sell |
8,813
-101
| -1% | -$14.9K | 0.44% | 42 |
|
|
2024
Q1 | $1.27M | Sell |
8,914
-29
| -0.3% | -$4.14K | 0.44% | 43 |
|
|
2023
Q4 | $1.16M | Buy |
8,943
+6,263
| +234% | +$811K | 0.44% | 42 |
|
|
2023
Q3 | $342K | Sell |
2,680
-7,646
| -74% | -$975K | 0.15% | 51 |
|
|
2023
Q2 | $1.47M | Buy |
10,326
+7,346
| +247% | +$1.04M | 0.64% | 34 |
|
|
2023
Q1 | $440K | Sell |
2,980
-9,864
| -77% | -$1.46M | 0.21% | 50 |
|
|
2022
Q4 | $1.97M | Buy |
12,844
+8,646
| +206% | +$1.33M | 0.95% | 30 |
|
|
2022
Q3 | $597K | Sell |
4,198
-3,384
| -45% | -$481K | 0.3% | 40 |
|
|
2022
Q2 | $1.16M | Sell |
7,582
-18,058
| -70% | -$2.75M | 0.55% | 32 |
|
|
2022
Q1 | $4.15M | Sell |
25,640
-3,727
| -13% | -$603K | 1.71% | 20 |
|
|
2021
Q4 | $4.59M | Buy |
29,367
+10,799
| +58% | +$1.69M | 1.95% | 16 |
|
|
2021
Q3 | $2.6M | Sell |
18,568
-11,846
| -39% | -$1.66M | 1.33% | 22 |
|
|
2021
Q2 | $4.22M | Buy |
30,414
+5,721
| +23% | +$794K | 2.32% | 15 |
|
|
2021
Q1 | $3.47M | Buy |
24,693
+4,196
| +20% | +$590K | 2.49% | 13 |
|
|
2020
Q4 | $2.81M | Buy |
+20,497
| New | +$2.81M | 2.41% | 17 |
|