Focus Partners Advisor Solutions’s Vanguard Utilities ETF VPU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $309K | Buy |
1,750
+12
| +0.7% | +$2.12K | ﹤0.01% | 849 |
|
2025
Q1 | $297K | Buy |
1,738
+448
| +35% | +$76.5K | ﹤0.01% | 757 |
|
2024
Q4 | $211K | Sell |
1,290
-542
| -30% | -$88.6K | ﹤0.01% | 719 |
|
2024
Q3 | $319K | Buy |
+1,832
| New | +$319K | 0.01% | 553 |
|
2023
Q4 | – | Sell |
-1,744
| Closed | -$222K | – | 472 |
|
2023
Q3 | $222K | Buy |
+1,744
| New | +$222K | 0.01% | 405 |
|