HWMA
VPU

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
1,700
– – 0.14% 138
2024
Q1 		$242K Hold
1,700
– – 0.12% 147
2023
Q4 		$233K Buy
+1,700
New +$224K 0.13% 147
2022
Q4 		$521K Buy
3,400
+1,700
+100% +$252K 0.07% 205
2022
Q3 		$242K Hold
1,700
– – 0.08% 189
2022
Q2 		$259K Hold
1,700
– – 0.09% 183
2022
Q1 		$275K Buy
+1,700
New +$257K 0.07% 210
2021
Q3 		$237K Hold
1,700
– – 0.08% 187
2021
Q2 		$236K Buy
+1,700
New +$244K 0.09% 200

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