Financial Advocates Investment Management’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 | $3.13M | Sell |
17,720
-1,102
| -6% | -$195K | 0.25% | 87 |
|
|
2025
Q1 | $3.22M | Sell |
18,822
-363
| -2% | -$62K | 0.23% | 101 |
|
|
2024
Q4 | $3.14M | Sell |
19,185
-2,711
| -12% | -$443K | 0.18% | 127 |
|
|
2024
Q3 | $3.81M | Buy |
21,896
+2,745
| +14% | +$478K | 0.22% | 104 |
|
|
2024
Q2 | $2.83M | Buy |
19,151
+830
| +5% | +$123K | 0.18% | 128 |
|
|
2024
Q1 | $2.61M | Buy |
+18,321
| New | +$2.61M | 0.15% | 148 |
|
|
2021
Q4 | – | Sell |
-1,524
| Closed | -$212K | – | 812 |
|
|
2021
Q3 | $212K | Buy |
+1,524
| New | +$212K | 0.01% | 690 |
|
|
2018
Q1 | – | Sell |
-1,807
| Closed | -$211K | – | 538 |
|
|
2017
Q4 | $211K | Buy |
+1,807
| New | +$211K | 0.03% | 448 |
|