Larson Financial 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 | $25.2K | Buy |
143
+4
| +3% | +$706 | ﹤0.01% | 1360 |
|
|
2025
Q1 | $23.7K | Hold |
139
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q4 | $22.7K | Buy |
+139
| New | +$22.7K | ﹤0.01% | 1163 |
|
|
2024
Q1 | – | Sell |
-900
| Closed | -$123K | – | 1897 |
|
|
2023
Q4 | $123K | Hold |
900
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $115K | Buy |
+900
| New | +$115K | 0.01% | 428 |
|
|
2020
Q1 | – | Sell |
-192
| Closed | -$27K | – | 661 |
|
|
2019
Q4 | $27K | Buy |
+192
| New | +$27K | 0.02% | 199 |
|