Meridian Financial Partners’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 | $498K | Buy |
2,824
+174
| +7% | +$30.7K | 0.23% | 68 |
|
|
2025
Q1 | $453K | Sell |
2,650
-442
| -14% | -$75.6K | 0.23% | 68 |
|
|
2024
Q4 | $505K | Buy |
3,092
+401
| +15% | +$65.5K | 0.27% | 62 |
|
|
2024
Q3 | $468K | Hold |
2,691
| – | – | 0.24% | 66 |
|
|
2024
Q2 | $410K | Sell |
2,691
-24
| -0.9% | -$3.66K | 0.24% | 58 |
|
|
2024
Q1 | $369K | Buy |
2,715
+110
| +4% | +$15K | 0.47% | 31 |
|
|
2023
Q4 | $343K | Sell |
2,605
-179
| -6% | -$23.6K | 0.35% | 39 |
|
|
2023
Q3 | $353K | Sell |
2,784
-50
| -2% | -$6.34K | 0.36% | 40 |
|
|
2023
Q2 | $415K | Sell |
2,834
-549
| -16% | -$80.4K | 0.25% | 58 |
|
|
2023
Q1 | $507K | Sell |
3,383
-78
| -2% | -$11.7K | 0.58% | 30 |
|
|
2022
Q4 | $519K | Buy |
3,461
+103
| +3% | +$15.4K | 0.58% | 32 |
|
|
2022
Q3 | $455K | Buy |
3,358
+77
| +2% | +$10.4K | 0.64% | 28 |
|
|
2022
Q2 | $506K | Buy |
3,281
+590
| +22% | +$91K | 0.34% | 56 |
|
|
2022
Q1 | $435K | Buy |
2,691
+36
| +1% | +$5.82K | 0.65% | 29 |
|
|
2021
Q4 | $400K | Sell |
2,655
-180
| -6% | -$27.1K | 0.27% | 61 |
|
|
2021
Q3 | $403K | Hold |
2,835
| – | – | 0.27% | 58 |
|
|
2021
Q2 | $406K | Buy |
+2,835
| New | +$406K | 0.28% | 56 |
|
|
2021
Q1 | – | Sell |
-3,615
| Closed | -$500K | – | 73 |
|
|
2020
Q4 | $500K | Buy |
3,615
+2,069
| +134% | +$286K | 0.39% | 49 |
|
|
2020
Q3 | $217K | Buy |
+1,546
| New | +$217K | 0.18% | 61 |
|
|
2020
Q1 | – | Sell |
-1,438
| Closed | -$203K | – | 54 |
|
|
2019
Q4 | $203K | Buy |
+1,438
| New | +$203K | 0.2% | 50 |
|