Modera 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 | $344K | Buy |
+1,947
| New | +$344K | ﹤0.01% | 509 |
|
|
2023
Q3 | – | Sell |
-1,684
| Closed | -$239K | – | 585 |
|
|
2023
Q2 | $239K | Sell |
1,684
-12
| -0.7% | -$1.71K | ﹤0.01% | 501 |
|
|
2023
Q1 | $250K | Sell |
1,696
-1,168
| -41% | -$172K | 0.01% | 309 |
|
|
2022
Q4 | $439K | Buy |
2,864
+216
| +8% | +$33.1K | 0.02% | 228 |
|
|
2022
Q3 | $377K | Hold |
2,648
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $403K | Sell |
2,648
-313
| -11% | -$47.6K | 0.02% | 220 |
|
|
2022
Q1 | $479K | Buy |
2,961
+1,656
| +127% | +$268K | 0.02% | 213 |
|
|
2021
Q4 | $204K | Buy |
+1,305
| New | +$204K | 0.01% | 566 |
|