FirstPurpose Wealth’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $536K | Buy |
3,811
+1,095
| +40% | +$154K | 0.19% | 93 |
|
|
2023
Q4 | $372K | Buy |
2,716
+647
| +31% | +$88.7K | 0.14% | 132 |
|
|
2023
Q3 | $264K | Sell |
2,069
-53
| -2% | -$6.76K | 0.11% | 159 |
|
|
2023
Q2 | $302K | Buy |
2,122
+517
| +32% | +$73.5K | 0.13% | 141 |
|
|
2023
Q1 | $237K | Buy |
1,605
+108
| +7% | +$15.9K | 0.12% | 160 |
|
|
2022
Q4 | $230K | Buy |
1,497
+62
| +4% | +$9.51K | 0.13% | 156 |
|
|
2022
Q3 | $204K | Buy |
1,435
+29
| +2% | +$4.12K | 0.13% | 140 |
|
|
2022
Q2 | $214K | Sell |
1,406
-764
| -35% | -$116K | 0.14% | 125 |
|
|
2022
Q1 | $351K | Buy |
2,170
+429
| +25% | +$69.4K | 0.27% | 82 |
|
|
2021
Q4 | $272K | Buy |
+1,741
| New | +$272K | 0.17% | 104 |
|