Investment House LLC’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 | $477K | Hold |
2,700
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $461K | Sell |
2,700
-300
| -10% | -$51.2K | 0.03% | 180 |
|
|
2024
Q4 | $490K | Hold |
3,000
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $522K | Hold |
3,000
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $444K | Hold |
3,000
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $428K | Buy |
+3,000
| New | +$428K | 0.03% | 171 |
|
|
2023
Q4 | – | Sell |
-2,400
| Closed | -$306K | – | 201 |
|
|
2023
Q3 | $306K | Buy |
2,400
+700
| +41% | +$89.3K | 0.02% | 161 |
|
|
2023
Q2 | $242K | Buy |
+1,700
| New | +$242K | 0.02% | 175 |
|