Joule Financial’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 | $1.28M | Sell |
7,236
-6,805
| -48% | -$1.2M | 0.41% | 30 |
|
|
2025
Q1 | $2.4M | Buy |
14,041
+1,291
| +10% | +$221K | 0.84% | 20 |
|
|
2024
Q4 | $2.08M | Buy |
12,750
+899
| +8% | +$147K | 0.74% | 23 |
|
|
2024
Q3 | $2.08M | Buy |
11,851
+6,567
| +124% | +$1.15M | 0.76% | 20 |
|
|
2024
Q2 | $788K | Buy |
5,284
+23
| +0.4% | +$3.43K | 0.32% | 40 |
|
|
2024
Q1 | $750K | Buy |
5,261
+118
| +2% | +$16.8K | 0.31% | 40 |
|
|
2023
Q4 | $705K | Sell |
5,143
-1,302
| -20% | -$178K | 0.33% | 40 |
|
|
2023
Q3 | $830K | Buy |
6,445
+360
| +6% | +$46.3K | 0.42% | 33 |
|
|
2023
Q2 | $872K | Buy |
+6,085
| New | +$872K | 0.45% | 31 |
|
|
2023
Q1 | – | Sell |
-3,701
| Closed | -$568K | – | 113 |
|
|
2022
Q4 | $568K | Sell |
3,701
-234
| -6% | -$35.9K | 0.38% | 39 |
|
|
2022
Q3 | $560K | Buy |
3,935
+86
| +2% | +$12.2K | 0.42% | 42 |
|
|
2022
Q2 | $586K | Buy |
+3,849
| New | +$586K | 0.46% | 38 |
|