Kestra Private Wealth Services’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 | $873K | Buy |
4,946
+332
| +7% | +$58.6K | 0.01% | 790 |
|
|
2025
Q1 | $788K | Sell |
4,614
-43
| -0.9% | -$7.35K | 0.01% | 774 |
|
|
2024
Q4 | $761K | Buy |
4,657
+180
| +4% | +$29.4K | 0.01% | 749 |
|
|
2024
Q3 | $779K | Buy |
4,477
+1,223
| +38% | +$213K | 0.01% | 693 |
|
|
2024
Q2 | $481K | Sell |
3,254
-41
| -1% | -$6.06K | 0.01% | 849 |
|
|
2024
Q1 | $470K | Buy |
3,295
+385
| +13% | +$54.9K | 0.01% | 822 |
|
|
2023
Q4 | $399K | Buy |
+2,910
| New | +$399K | 0.01% | 825 |
|