Garden State Investment Advisory Services’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 | $215K | Sell |
1,218
-56
| -4% | -$9.9K | 0.05% | 252 |
|
2025
Q1 | $218K | Sell |
1,274
-624
| -33% | -$107K | 0.07% | 229 |
|
2024
Q4 | $311K | Buy |
1,898
+314
| +20% | +$51.4K | 0.09% | 174 |
|
2024
Q3 | $277K | Buy |
1,584
+11
| +0.7% | +$1.93K | 0.09% | 181 |
|
2024
Q2 | $234K | Sell |
1,573
-75
| -5% | -$11.2K | 0.08% | 194 |
|
2024
Q1 | $235K | Sell |
1,648
-111
| -6% | -$15.8K | 0.09% | 193 |
|
2023
Q4 | $241K | Sell |
1,759
-435
| -20% | -$59.6K | 0.1% | 168 |
|
2023
Q3 | $281K | Sell |
2,194
-289
| -12% | -$37K | 0.13% | 139 |
|
2023
Q2 | $354K | Sell |
2,483
-221
| -8% | -$31.5K | 0.14% | 119 |
|
2023
Q1 | $399K | Sell |
2,704
-77
| -3% | -$11.4K | 0.17% | 102 |
|
2022
Q4 | $426K | Buy |
+2,781
| New | +$426K | 0.25% | 95 |
|