Graves Light Lenhart Wealth’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 | $338K | Buy |
1,916
+4
| +0.2% | +$706 | 0.04% | 134 |
|
|
2025
Q1 | $327K | Sell |
1,912
-200
| -9% | -$34.2K | 0.04% | 134 |
|
|
2024
Q4 | $345K | Sell |
2,112
-7
| -0.3% | -$1.14K | 0.04% | 129 |
|
|
2024
Q3 | $369K | Sell |
2,119
-20
| -0.9% | -$3.48K | 0.05% | 132 |
|
|
2024
Q2 | $314K | Hold |
2,139
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $305K | Buy |
2,139
+12
| +0.6% | +$1.71K | 0.04% | 148 |
|
|
2023
Q4 | $292K | Buy |
2,127
+14
| +0.7% | +$1.92K | 0.04% | 149 |
|
|
2023
Q3 | $262K | Buy |
2,113
+27
| +1% | +$3.35K | 0.04% | 148 |
|
|
2023
Q2 | $297K | Hold |
2,086
| – | – | 0.04% | 146 |
|
|
2023
Q1 | $308K | Buy |
2,086
+11
| +0.5% | +$1.62K | 0.05% | 128 |
|
|
2022
Q4 | $318K | Buy |
2,075
+24
| +1% | +$3.68K | 0.05% | 130 |
|
|
2022
Q3 | $292K | Hold |
2,051
| – | – | 0.05% | 134 |
|
|
2022
Q2 | $312K | Buy |
2,051
+11
| +0.5% | +$1.67K | 0.05% | 135 |
|
|
2022
Q1 | $330K | Buy |
2,040
+7
| +0.3% | +$1.13K | 0.05% | 137 |
|
|
2021
Q4 | $318K | Buy |
2,033
+16
| +0.8% | +$2.5K | 0.05% | 145 |
|
|
2021
Q3 | $281K | Hold |
2,017
| – | – | 0.04% | 146 |
|
|
2021
Q2 | $280K | Buy |
2,017
+5
| +0.2% | +$694 | 0.04% | 147 |
|
|
2021
Q1 | $283K | Hold |
2,012
| – | – | 0.05% | 143 |
|
|
2020
Q4 | $276K | Buy |
+2,012
| New | +$276K | 0.05% | 138 |
|