CVA Family Office’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 | $290K | Hold |
1,645
| – | – | 0.04% | 234 |
|
|
2025
Q1 | $281K | Hold |
1,645
| – | – | 0.04% | 226 |
|
|
2024
Q4 | $269K | Sell |
1,645
-455
| -22% | -$74.4K | 0.04% | 227 |
|
|
2024
Q3 | $366K | Sell |
2,100
-465
| -18% | -$80.9K | 0.06% | 181 |
|
|
2024
Q2 | $379K | Sell |
2,565
-1,405
| -35% | -$208K | 0.07% | 166 |
|
|
2024
Q1 | $566K | Sell |
3,970
-323
| -8% | -$46.1K | 0.1% | 128 |
|
|
2023
Q4 | $588K | Sell |
4,293
-27
| -0.6% | -$3.7K | 0.11% | 119 |
|
|
2023
Q3 | $551K | Hold |
4,320
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $614K | Buy |
4,320
+290
| +7% | +$41.2K | 0.13% | 113 |
|
|
2023
Q1 | $595K | Buy |
4,030
+425
| +12% | +$62.7K | 0.13% | 111 |
|
|
2022
Q4 | $553K | Buy |
3,605
+610
| +20% | +$93.6K | 0.13% | 106 |
|
|
2022
Q3 | $426K | Buy |
2,995
+890
| +42% | +$127K | 0.12% | 114 |
|
|
2022
Q2 | $321K | Buy |
+2,105
| New | +$321K | 0.09% | 120 |
|