Modern 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 | $256K | Sell |
1,449
-129
| -8% | -$22.8K | 0.01% | 643 |
|
|
2025
Q1 | $270K | Sell |
1,578
-53
| -3% | -$9.05K | 0.01% | 563 |
|
|
2024
Q4 | $266K | Buy |
1,631
+22
| +1% | +$3.59K | 0.01% | 485 |
|
|
2024
Q3 | $280K | Sell |
1,609
-30
| -2% | -$5.22K | 0.02% | 357 |
|
|
2024
Q2 | $242K | Sell |
1,639
-25
| -2% | -$3.7K | 0.02% | 349 |
|
|
2024
Q1 | $237K | Buy |
+1,664
| New | +$237K | 0.02% | 270 |
|