FirstPurpose Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$536K Buy
2023
Q4
$372K Buy
2023
Q3
$264K Sell
2023
Q2
$302K Buy
2023
Q1
$237K Buy
2022
Q4
$230K Buy
2022
Q3
$204K Buy
2022
Q2
$214K Sell
2022
Q1
$351K Buy
2021
Q4
$272K Buy