KWA
VPU icon

Kingswood Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Kingswood Wealth Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$264K Buy
1,494
+5
+0.3% +$883 0.02% 612
2025
Q1 		$254K Sell
1,489
-95
-6% -$16.2K 0.02% 602
2024
Q4 		$259K Buy
+1,584
New +$259K 0.02% 658