First Heartland Consultants’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 | $801K | Sell |
4,540
-3,130
| -41% | -$553K | 0.07% | 194 |
|
|
2025
Q1 | $1.31M | Buy |
7,670
+3,679
| +92% | +$628K | 0.14% | 127 |
|
|
2024
Q4 | $652K | Buy |
3,991
+118
| +3% | +$19.3K | 0.07% | 198 |
|
|
2024
Q3 | $674K | Buy |
3,873
+1
| +0% | +$174 | 0.07% | 189 |
|
|
2024
Q2 | $573 | Sell |
3,872
-24
| -0.6% | -$4 | 0.04% | 241 |
|
|
2024
Q1 | $556K | Buy |
3,896
+64
| +2% | +$9.13K | 0.06% | 233 |
|
|
2023
Q4 | $525K | Buy |
3,832
+286
| +8% | +$39.2K | 0.06% | 208 |
|
|
2023
Q3 | $452K | Buy |
3,546
+127
| +4% | +$16.2K | 0.06% | 227 |
|
|
2023
Q2 | $486K | Buy |
+3,419
| New | +$486K | 0.06% | 214 |
|