Heritage Wealth Management (Arizona)’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$233K | 0.13% | 147 |
|
|
2022
Q4 | $521K | Buy |
3,400
+1,700
| +100% | +$261K | 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 | +$275K | 0.07% | 210 |
|
|
2021
Q3 | $237K | Hold |
1,700
| – | – | 0.08% | 187 |
|
|
2021
Q2 | $236K | Buy |
+1,700
| New | +$236K | 0.09% | 200 |
|