Houlihan Financial Resource Group’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 | $423K | Sell |
2,320
-95
| -4% | -$17.3K | 0.18% | 81 |
|
|
2025
Q1 | $413K | Buy |
2,415
+5
| +0.2% | +$855 | 0.19% | 76 |
|
|
2024
Q4 | $394K | Buy |
2,410
+12
| +0.5% | +$1.96K | 0.17% | 82 |
|
|
2024
Q3 | $417K | Buy |
2,398
+6
| +0.3% | +$1.04K | 0.17% | 81 |
|
|
2024
Q2 | $354K | Hold |
2,392
| – | – | 0.24% | 50 |
|
|
2024
Q1 | $341K | Sell |
2,392
-394
| -14% | -$56.2K | 0.15% | 81 |
|
|
2023
Q4 | $382K | Buy |
2,786
+7
| +0.3% | +$960 | 0.19% | 74 |
|
|
2023
Q3 | $356K | Sell |
2,779
-97,276
| -97% | -$12.5M | 0.19% | 75 |
|
|
2023
Q2 | $14.7M | Buy |
100,055
+97,289
| +3,517% | +$14.2M | 0.46% | 32 |
|
|
2023
Q1 | $408K | Sell |
2,766
-93
| -3% | -$13.7K | 0.22% | 69 |
|
|
2022
Q4 | $433K | Buy |
2,859
+8
| +0.3% | +$1.21K | 0.25% | 65 |
|
|
2022
Q3 | $425K | Buy |
+2,851
| New | +$425K | 0.26% | 63 |
|
|
2020
Q3 | $414K | Buy |
+2,852
| New | +$414K | 0.24% | 67 |
|
|
2020
Q1 | $362K | Buy |
2,968
+7
| +0.2% | +$854 | 0.31% | 61 |
|
|
2019
Q4 | $423K | Buy |
+2,961
| New | +$423K | 0.27% | 68 |
|