Kennedy Investment 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 | $1.38M | Buy |
7,831
+254
| +3% | +$44.8K | 0.59% | 43 |
|
2025
Q1 | $1.29M | Sell |
7,577
-72
| -0.9% | -$12.3K | 0.6% | 44 |
|
2024
Q4 | $1.25M | Buy |
7,649
+192
| +3% | +$31.4K | 0.57% | 45 |
|
2024
Q3 | $1.3M | Buy |
7,457
+204
| +3% | +$35.5K | 0.6% | 47 |
|
2024
Q2 | $1.07M | Buy |
7,253
+98
| +1% | +$14.5K | 0.54% | 48 |
|
2024
Q1 | $1.02M | Buy |
7,155
+157
| +2% | +$22.4K | 0.54% | 49 |
|
2023
Q4 | $959K | Buy |
6,998
+86
| +1% | +$11.8K | 0.54% | 52 |
|
2023
Q3 | $882K | Buy |
6,912
+765
| +12% | +$97.6K | 0.53% | 53 |
|
2023
Q2 | $874K | Buy |
6,147
+467
| +8% | +$66.4K | 0.51% | 56 |
|
2023
Q1 | $838K | Buy |
5,680
+474
| +9% | +$69.9K | 0.51% | 52 |
|
2022
Q4 | $798K | Buy |
+5,206
| New | +$798K | 0.51% | 57 |
|