DHK Financial Advisors’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 | $3.95M | Buy |
22,366
+3,056
| +16% | +$539K | 2.27% | 7 |
|
|
2025
Q1 | $3.3M | Buy |
19,310
+139
| +0.7% | +$23.7K | 1.81% | 7 |
|
|
2024
Q4 | $3.13M | Buy |
19,171
+292
| +2% | +$47.7K | 1.9% | 8 |
|
|
2024
Q3 | $3.31M | Buy |
18,879
+158
| +0.8% | +$27.7K | 2.03% | 9 |
|
|
2024
Q2 | $2.79M | Hold |
18,721
| – | – | 1.95% | 9 |
|
|
2024
Q1 | $2.67M | Buy |
18,721
+144
| +0.8% | +$20.5K | 1.89% | 12 |
|
|
2023
Q4 | $2.55M | Buy |
18,577
+357
| +2% | +$48.9K | 1.91% | 14 |
|
|
2023
Q3 | $2.35M | Buy |
18,220
+141
| +0.8% | +$18.2K | 2.09% | 13 |
|
|
2023
Q2 | $2.59M | Hold |
18,079
| – | – | 2.2% | 13 |
|
|
2023
Q1 | $2.67M | Buy |
18,079
+140
| +0.8% | +$20.7K | 3.31% | 8 |
|
|
2022
Q4 | $2.75M | Buy |
17,939
+294
| +2% | +$45.1K | 3.82% | 9 |
|
|
2022
Q3 | $2.53M | Buy |
17,645
+1
| +0% | +$144 | 4.16% | 9 |
|
|
2022
Q2 | $2.69M | Buy |
17,644
+126
| +0.7% | +$19.2K | 2.57% | 11 |
|
|
2022
Q1 | $2.84M | Buy |
17,518
+109
| +0.6% | +$17.6K | 2.39% | 12 |
|
|
2021
Q4 | $2.72M | Buy |
+17,409
| New | +$2.72M | 2.56% | 11 |
|