Elwood & Goetz Wealth Advisory Group’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 | $350K | Buy |
1,983
+319
| +19% | +$56.3K | 0.08% | 78 |
|
|
2025
Q1 | $284K | Sell |
1,664
-57
| -3% | -$9.74K | 0.07% | 78 |
|
|
2024
Q4 | $281K | Hold |
1,721
| – | – | 0.07% | 79 |
|
|
2024
Q3 | $300K | Hold |
1,721
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $255K | Hold |
1,721
| – | – | 0.07% | 65 |
|
|
2024
Q1 | $245K | Sell |
1,721
-9
| -0.5% | -$1.28K | 0.06% | 77 |
|
|
2023
Q4 | $237K | Buy |
1,730
+49
| +3% | +$6.72K | 0.05% | 75 |
|
|
2023
Q3 | $214K | Buy |
1,681
+87
| +5% | +$11.1K | 0.05% | 73 |
|
|
2023
Q2 | $227K | Hold |
1,594
| – | – | 0.05% | 64 |
|
|
2023
Q1 | $235K | Buy |
1,594
+43
| +3% | +$6.34K | 0.06% | 61 |
|
|
2022
Q4 | $238K | Buy |
1,551
+34
| +2% | +$5.21K | 0.07% | 59 |
|
|
2022
Q3 | $216K | Sell |
1,517
-104
| -6% | -$14.8K | 0.07% | 58 |
|
|
2022
Q2 | $247K | Sell |
1,621
-289
| -15% | -$44K | 0.08% | 53 |
|
|
2022
Q1 | $309K | Hold |
1,910
| – | – | 0.1% | 51 |
|
|
2021
Q4 | $299K | Hold |
1,910
| – | – | 0.09% | 49 |
|
|
2021
Q3 | $266K | Hold |
1,910
| – | – | 0.09% | 48 |
|
|
2021
Q2 | $265K | Buy |
1,910
+182
| +11% | +$25.3K | 0.1% | 44 |
|
|
2021
Q1 | $243K | Hold |
1,728
| – | – | 0.1% | 43 |
|
|
2020
Q4 | $237K | Buy |
1,728
+29
| +2% | +$3.98K | 0.11% | 44 |
|
|
2020
Q3 | $219K | Hold |
1,699
| – | – | 0.12% | 39 |
|
|
2020
Q2 | $210K | Buy |
+1,699
| New | +$210K | 0.13% | 35 |
|