Mission 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 | $508K | Buy |
2,878
+307
| +12% | +$54.2K | 0.01% | 452 |
|
|
2025
Q1 | $439K | Buy |
2,571
+16
| +0.6% | +$2.73K | 0.01% | 465 |
|
|
2024
Q4 | $418K | Sell |
2,555
-63
| -2% | -$10.3K | 0.01% | 453 |
|
|
2024
Q3 | $456K | Sell |
2,618
-440
| -14% | -$76.6K | 0.01% | 434 |
|
|
2024
Q2 | $452K | Buy |
3,058
+281
| +10% | +$41.6K | 0.01% | 411 |
|
|
2024
Q1 | $396K | Buy |
2,777
+66
| +2% | +$9.41K | 0.01% | 459 |
|
|
2023
Q4 | $372K | Sell |
2,711
-659
| -20% | -$90.3K | 0.01% | 418 |
|
|
2023
Q3 | $430K | Buy |
3,370
+75
| +2% | +$9.57K | 0.02% | 356 |
|
|
2023
Q2 | $468K | Sell |
3,295
-85
| -3% | -$12.1K | 0.02% | 341 |
|
|
2023
Q1 | $499K | Buy |
3,380
+645
| +24% | +$95.2K | 0.02% | 324 |
|
|
2022
Q4 | $419K | Buy |
2,735
+837
| +44% | +$128K | 0.02% | 341 |
|
|
2022
Q3 | $270K | Sell |
1,898
-542
| -22% | -$77.1K | 0.01% | 402 |
|
|
2022
Q2 | $372K | Buy |
2,440
+445
| +22% | +$67.8K | 0.02% | 348 |
|
|
2022
Q1 | $323K | Sell |
1,995
-51
| -2% | -$8.26K | 0.01% | 384 |
|
|
2021
Q4 | $320K | Sell |
2,046
-102
| -5% | -$16K | 0.01% | 399 |
|
|
2021
Q3 | $299K | Hold |
2,148
| – | – | 0.02% | 388 |
|
|
2021
Q2 | $298K | Buy |
2,148
+329
| +18% | +$45.6K | 0.02% | 390 |
|
|
2021
Q1 | $256K | Buy |
+1,819
| New | +$256K | 0.01% | 391 |
|