DAGCO Inc’s Vanguard Utilities ETF VPU Stock Holding History

DAGCO Inc’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$19.8K	–	341
2026 Q1	$19.8K	Hold	100	–	–	﹤0.01%	241
2025 Q4	$18.5K	Hold	100	–	–	﹤0.01%	255
2025 Q3	$18.9K	Hold	100	–	–	﹤0.01%	240
2025 Q2	$17.7K	Hold	100	–	–	﹤0.01%	241
2025 Q1	$17.1K	Buy	+100	New	+$16.9K	0.01%	221
2024 Q4	–	Sell	-215	Closed	-$37.4K	–	210
2024 Q3	$37.4K	Hold	215	–	–	0.02%	141
2024 Q2	$31.8K	Hold	215	–	–	0.01%	142
2024 Q1	$30.7K	Buy	+215	New	+$29.1K	0.01%	141
2021 Q2	–	Sell	-1,480	Closed	-$208K	–	110
2021 Q1	$208K	Sell	1,480 -395	-21%	-$53.8K	0.1%	105
2020 Q4	$257K	Hold	1,875	–	–	0.14%	99
2020 Q3	$242K	Sell	1,875 -375	-17%	-$48.5K	0.16%	97
2020 Q2	$278K	Buy	2,250 +115	+5%	+$14.6K	0.28%	81
2020 Q1	$260K	Hold	2,135	–	–	0.28%	83
2019 Q4	$305K	Buy	2,135 +375	+21%	+$52.7K	0.27%	87
2019 Q3	$253K	Hold	1,760	–	–	0.25%	91
2019 Q2	$234K	Hold	1,760	–	–	0.25%	89
2019 Q1	$228K	Hold	1,760	–	–	0.25%	90
2018 Q4	$207K	Buy	+1,760	New	+$213K	0.26%	86

Other funds holding VPU

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return