Heritage Wealth Management (Arizona)’s Vanguard Utilities ETF VPU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$251K	Hold
2024 Q1	$242K	Hold
2023 Q4	$233K	Buy
2022 Q4	$521K	Buy
2022 Q3	$242K	Hold
2022 Q2	$259K	Hold
2022 Q1	$275K	Buy
2021 Q3	$237K	Hold
2021 Q2	$236K	Buy