Guardian Wealth Advisors (North Carolina)’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 | $9.53K | Sell |
54
-41
| -43% | -$7.24K | ﹤0.01% | 485 |
|
|
2025
Q1 | $16.2K | Sell |
95
-52
| -35% | -$8.88K | ﹤0.01% | 441 |
|
|
2024
Q4 | $24K | Buy |
147
+36
| +32% | +$5.88K | ﹤0.01% | 402 |
|
|
2024
Q3 | $19.3K | Hold |
111
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $16.4K | Sell |
111
-29
| -21% | -$4.29K | ﹤0.01% | 351 |
|
|
2024
Q1 | $20K | Sell |
140
-8
| -5% | -$1.14K | ﹤0.01% | 362 |
|
|
2023
Q4 | $20.3K | Buy |
+148
| New | +$20.3K | ﹤0.01% | 352 |
|