Investment Planning Advisors’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	$620K	Sell	3,514 -2	-0.1%	-$353	0.22%	42
2025 Q1	$601K	Buy	3,516 +15	+0.4%	+$2.56K	0.24%	44
2024 Q4	$572K	Buy	3,501 +366	+12%	+$59.8K	0.25%	41
2024 Q3	$464K	Hold	3,135	–	–	0.24%	46
2024 Q2	$464K	Buy	+3,135	New	+$464K	0.24%	46