HFO
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Heritage Family Offices’s Vanguard Utilities ETF VPU Stock Holding History

Heritage Family Offices’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Hold
1,700
– – 0.15% 128
2025
Q1 		$290K Hold
1,700
– – 0.15% 126
2024
Q4 		$278K Hold
1,700
– – 0.14% 135
2024
Q3 		$296K Hold
1,700
– – 0.15% 131
2024
Q2 		$251K Buy
+1,700
New +$251K 0.14% 138