Elevate Wealth Advisory’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 | $376K | Sell |
2,131
-46
| -2% | -$8.12K | 0.27% | 53 |
|
|
2025
Q1 | $372K | Buy |
2,177
+41
| +2% | +$7K | 0.26% | 53 |
|
|
2024
Q4 | $349K | Buy |
2,136
+3
| +0.1% | +$490 | 0.26% | 51 |
|
|
2024
Q3 | $374K | Sell |
2,133
-123
| -5% | -$21.6K | 0.28% | 48 |
|
|
2024
Q2 | $337K | Sell |
2,256
-193
| -8% | -$28.8K | 0.27% | 47 |
|
|
2024
Q1 | $349K | Sell |
2,449
-98
| -4% | -$14K | 0.3% | 42 |
|
|
2023
Q4 | $349K | Buy |
+2,547
| New | +$349K | 0.32% | 41 |
|