GeoWealth Management’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 | $4.77K | Buy |
+27
| New | +$4.77K | ﹤0.01% | 1148 |
|
|
2025
Q1 | – | Sell |
-20
| Closed | -$3.27K | – | 1780 |
|
|
2024
Q4 | $3.27K | Hold |
20
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q3 | $3.48K | Buy |
+20
| New | +$3.48K | ﹤0.01% | 1494 |
|
|
2022
Q2 | – | Sell |
-941
| Closed | -$153K | – | 405 |
|
|
2022
Q1 | $153K | Buy |
+941
| New | +$153K | 0.01% | 307 |
|
|
2020
Q4 | – | Sell |
-19,254
| Closed | -$2.49M | – | 226 |
|
|
2020
Q3 | $2.49M | Buy |
+19,254
| New | +$2.49M | 0.75% | 46 |
|