Founders Financial Alliance’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 | $847K | Buy |
4,801
+2
| +0% | +$353 | 0.19% | 112 |
|
|
2025
Q1 | $820K | Buy |
4,799
+3
| +0.1% | +$512 | 0.2% | 107 |
|
|
2024
Q4 | $784K | Buy |
4,796
+6
| +0.1% | +$980 | 0.22% | 101 |
|
|
2024
Q3 | $834K | Buy |
4,790
+3
| +0.1% | +$522 | 0.23% | 96 |
|
|
2024
Q2 | $708K | Sell |
4,787
-1,696
| -26% | -$251K | 0.21% | 104 |
|
|
2024
Q1 | $924K | Buy |
6,483
+3
| +0% | +$428 | 0.28% | 83 |
|
|
2023
Q4 | $888K | Sell |
6,480
-498
| -7% | -$68.3K | 0.34% | 65 |
|
|
2023
Q3 | $890K | Buy |
6,978
+2
| +0% | +$255 | 0.39% | 59 |
|
|
2023
Q2 | $992K | Hold |
6,976
| – | – | 0.39% | 60 |
|
|
2023
Q1 | $1.03M | Buy |
6,976
+2
| +0% | +$295 | 0.51% | 47 |
|
|
2022
Q4 | $1.07M | Buy |
6,974
+5
| +0.1% | +$767 | 0.49% | 51 |
|
|
2022
Q3 | $991K | Hold |
6,969
| – | – | 0.5% | 54 |
|
|
2022
Q2 | $1.06M | Buy |
6,969
+2
| +0% | +$305 | 0.54% | 42 |
|
|
2022
Q1 | $1.13M | Sell |
6,967
-87
| -1% | -$14.1K | 0.5% | 52 |
|
|
2021
Q4 | $1.1M | Buy |
7,054
+6
| +0.1% | +$938 | 0.44% | 56 |
|
|
2021
Q3 | $981K | Sell |
7,048
-341
| -5% | -$47.5K | 0.46% | 55 |
|
|
2021
Q2 | $1.03M | Buy |
7,389
+3
| +0% | +$417 | 0.47% | 51 |
|
|
2021
Q1 | $1.05M | Buy |
7,386
+3
| +0% | +$425 | 0.52% | 48 |
|
|
2020
Q4 | $1.01M | Buy |
7,383
+3
| +0% | +$412 | 0.57% | 38 |
|
|
2020
Q3 | $952K | Buy |
+7,380
| New | +$952K | 0.57% | 36 |
|