Independent Family Office’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 | $1.32M | Buy |
7,450
+1,500
| +25% | +$265K | 0.61% | 29 |
|
|
2025
Q1 | $1.02M | Hold |
5,950
| – | – | 0.53% | 34 |
|
|
2024
Q4 | $972K | Sell |
5,950
-166
| -3% | -$27.1K | 0.51% | 35 |
|
|
2024
Q3 | $1.06M | Hold |
6,116
| – | – | 0.53% | 37 |
|
|
2024
Q2 | $905K | Hold |
6,116
| – | – | 0.52% | 35 |
|
|
2024
Q1 | $872K | Hold |
6,116
| – | – | 0.47% | 40 |
|
|
2023
Q4 | $838K | Hold |
6,116
| – | – | 0.47% | 36 |
|
|
2023
Q3 | $780K | Hold |
6,116
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $870K | Hold |
6,116
| – | – | 0.53% | 34 |
|
|
2023
Q1 | $902K | Hold |
6,116
| – | – | 0.52% | 34 |
|
|
2022
Q4 | $938K | Hold |
6,116
| – | – | 0.56% | 33 |
|
|
2022
Q3 | $870K | Hold |
6,116
| – | – | 0.43% | 34 |
|
|
2022
Q2 | $932 | Hold |
6,116
| – | – | 0.46% | 31 |
|
|
2022
Q1 | $990K | Hold |
6,116
| – | – | 0.32% | 32 |
|
|
2021
Q4 | $957K | Hold |
6,116
| – | – | 0.36% | 29 |
|
|
2021
Q3 | $851K | Hold |
6,116
| – | – | 0.35% | 22 |
|
|
2021
Q2 | $849K | Hold |
6,116
| – | – | 0.33% | 26 |
|
|
2021
Q1 | $859K | Hold |
6,116
| – | – | 0.34% | 26 |
|
|
2020
Q4 | $839K | Hold |
6,116
| – | – | 0.35% | 27 |
|
|
2020
Q3 | $790K | Hold |
6,116
| – | – | 0.37% | 26 |
|
|
2020
Q2 | $756K | Hold |
6,116
| – | – | 0.39% | 24 |
|
|
2020
Q1 | $746K | Hold |
6,116
| – | – | 0.46% | 22 |
|
|
2019
Q4 | $874K | Buy |
+6,116
| New | +$874K | 0.55% | 22 |
|