Laurel Wealth Advisors (North Carolina)’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 | $1.45M | Buy |
255,940
+255,290
| +39,275% | +$1.45M | 0.02% | 226 |
|
|
2025
Q1 | $111K | Hold |
650
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $106K | Hold |
650
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $113K | Hold |
650
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $96.1K | Hold |
650
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $92.7K | Hold |
650
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $89.1K | Hold |
650
| – | – | 0.02% | 237 |
|
|
2023
Q3 | $82.9K | Hold |
650
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $92.4K | Hold |
650
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $95.9K | Hold |
650
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $99.7K | Hold |
650
| – | – | 0.02% | 204 |
|
|
2022
Q3 | $92K | Hold |
650
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $99K | Hold |
650
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $105K | Hold |
650
| – | – | 0.02% | 214 |
|
|
2021
Q4 | $102K | Hold |
650
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $90K | Buy |
650
+400
| +160% | +$55.4K | 0.02% | 216 |
|
|
2021
Q2 | $35K | Hold |
250
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $35K | Hold |
250
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $34K | Buy |
250
+200
| +400% | +$27.2K | 0.01% | 292 |
|
|
2020
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2019
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 410 |
|
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 409 |
|
|
2019
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 401 |
|
|
2018
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 399 |
|