DK
David Kennon’s Vanguard Utilities ETF VPU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.07M | Sell |
40,064
-71
| -0.2% | -$12.5K | 2.64% | 10 |
|
2025
Q1 | $6.86M | Buy |
40,135
+911
| +2% | +$156K | 2.73% | 13 |
|
2024
Q4 | $6.41M | Buy |
39,224
+343
| +0.9% | +$56.1K | 2.53% | 13 |
|
2024
Q3 | $6.77M | Buy |
38,881
+427
| +1% | +$74.3K | 2.66% | 13 |
|
2024
Q2 | $5.69M | Buy |
38,454
+491
| +1% | +$72.6K | 2.39% | 14 |
|
2024
Q1 | $5.41M | Buy |
+37,963
| New | +$5.41M | 2.31% | 14 |
|