DWM
Diversify Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
2,045
-417
| -17% | -$77.8K | 0.02% | 420 |
|
|
2025
Q1 | $423K | Sell |
2,462
-552
| -18% | -$94.8K | 0.03% | 381 |
|
|
2024
Q4 | $491K | Sell |
3,014
-553
| -16% | -$90.1K | 0.04% | 350 |
|
|
2024
Q3 | $630K | Sell |
3,567
-375
| -10% | -$66.2K | 0.06% | 270 |
|
|
2024
Q2 | $618K | Buy |
+3,942
| New | +$618K | 0.08% | 230 |
|