MidAtlantic Capital 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
Q1 | – | Sell |
-777
| Closed | -$127K | – | 229 |
|
2024
Q4 | $127K | Hold |
777
| – | – | 0.09% | 98 |
|
2024
Q3 | $135K | Hold |
777
| – | – | 0.1% | 96 |
|
2024
Q2 | $115K | Hold |
777
| – | – | 0.1% | 94 |
|
2024
Q1 | $111K | Hold |
777
| – | – | 0.1% | 98 |
|
2023
Q4 | $107K | Buy |
+777
| New | +$107K | 0.1% | 94 |
|