EverSource Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
375
+50
| +15% | +$8.83K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $55.5K | Hold |
325
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q4 | $53.1K | Hold |
325
| – | – | ﹤0.01% | 1162 |
|
|
2024
Q3 | $56.6K | Hold |
325
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q2 | $51.4K | Hold |
325
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q1 | $47.1K | Buy |
325
+187
| +136% | +$27.1K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $18.9K | Sell |
138
-345
| -71% | -$47.3K | ﹤0.01% | 1256 |
|
|
2023
Q3 | $61.6K | Buy |
483
+345
| +250% | +$44K | 0.01% | 740 |
|
|
2023
Q2 | $19.6K | Sell |
138
-90
| -39% | -$12.8K | ﹤0.01% | 1162 |
|
|
2023
Q1 | $33.7K | Buy |
+228
| New | +$33.7K | ﹤0.01% | 920 |
|
|
2022
Q4 | – | Sell |
-46
| Closed | -$7K | – | 2441 |
|
|
2022
Q3 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 1265 |
|