Golden State Wealth 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 | $30K | Hold |
170
| – | – | ﹤0.01% | 777 |
|
|
2025
Q1 | $29K | Hold |
170
| – | – | ﹤0.01% | 712 |
|
|
2024
Q4 | $27.8K | Buy |
+170
| New | +$27.8K | ﹤0.01% | 684 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$12K | – | 884 |
|
|
2020
Q1 | $12K | Buy |
+100
| New | +$12K | 0.01% | 596 |
|
|
2019
Q4 | – | Sell |
-418
| Closed | -$60K | – | 918 |
|
|
2019
Q3 | $60K | Hold |
418
| – | – | 0.02% | 389 |
|
|
2019
Q2 | $55K | Hold |
418
| – | – | 0.02% | 437 |
|
|
2019
Q1 | $54K | Buy |
+418
| New | +$54K | 0.02% | 421 |
|