Meridian Wealth Management’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 | $562K | Buy |
3,184
+190
| +6% | +$33.5K | 0.02% | 419 |
|
|
2025
Q1 | $511K | Hold |
2,994
| – | – | 0.02% | 407 |
|
|
2024
Q4 | $489K | Buy |
2,994
+92
| +3% | +$15K | 0.02% | 415 |
|
|
2024
Q3 | $505K | Sell |
2,902
-475
| -14% | -$82.7K | 0.02% | 405 |
|
|
2024
Q2 | $500K | Buy |
+3,377
| New | +$500K | 0.06% | 172 |
|
|
2024
Q1 | – | Sell |
-2,723
| Closed | -$373K | – | 556 |
|
|
2023
Q4 | $373K | Sell |
2,723
-457
| -14% | -$62.6K | 0.02% | 442 |
|
|
2023
Q3 | $406K | Hold |
3,180
| – | – | 0.02% | 403 |
|
|
2023
Q2 | $452K | Hold |
3,180
| – | – | 0.04% | 346 |
|
|
2023
Q1 | $469K | Hold |
3,180
| – | – | 0.04% | 331 |
|
|
2022
Q4 | $488K | Hold |
3,180
| – | – | 0.05% | 307 |
|
|
2022
Q3 | $452K | Sell |
3,180
-480
| -13% | -$68.2K | 0.05% | 290 |
|
|
2022
Q2 | $558K | Buy |
3,660
+458
| +14% | +$69.8K | 0.05% | 329 |
|
|
2022
Q1 | $518K | Hold |
3,202
| – | – | 0.06% | 239 |
|
|
2021
Q4 | $501K | Hold |
3,202
| – | – | 0.05% | 247 |
|
|
2021
Q3 | $446K | Buy |
3,202
+99
| +3% | +$13.8K | 0.06% | 244 |
|
|
2021
Q2 | $431K | Hold |
3,103
| – | – | 0.05% | 250 |
|
|
2021
Q1 | $436K | Hold |
3,103
| – | – | 0.06% | 230 |
|
|
2020
Q4 | $425K | Buy |
+3,103
| New | +$425K | 0.07% | 214 |
|