Money Concepts Capital’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
$736K Sell
4,172
-82
-2% -$14.5K 0.05% 272
2025
Q1
$727K Sell
4,254
-75
-2% -$12.8K 0.05% 260
2024
Q4
$707K Buy
4,329
+565
+15% +$92.3K 0.05% 254
2024
Q3
$655K Buy
3,764
+101
+3% +$17.6K 0.05% 262
2024
Q2
$542K Buy
3,663
+130
+4% +$19.2K 0.05% 278
2024
Q1
$504K Buy
3,533
+1,775
+101% +$253K 0.05% 288
2023
Q4
$241K Buy
1,758
+7
+0.4% +$959 0.02% 353
2023
Q3
$223K Sell
1,751
-15
-0.8% -$1.91K 0.02% 329
2023
Q2
$251K Sell
1,766
-11,426
-87% -$1.62M 0.03% 325
2023
Q1
$326K Buy
13,192
+7,207
+120% +$178K 0.02% 347
2022
Q4
$918K Buy
5,985
+4,595
+331% +$705K 0.04% 314
2022
Q3
$198K Buy
1,390
+12
+0.9% +$1.71K 0.01% 426
2022
Q2
$215K Sell
1,378
-4,725
-77% -$737K 0.02% 394
2022
Q1
$988K Buy
6,103
+4,886
+401% +$791K 0.06% 301
2021
Q4
$190K Buy
+1,217
New +$190K 0.02% 496
2021
Q1
$157K Hold
1,121
0.01% 485
2020
Q4
$154K Buy
+1,121
New +$154K 0.01% 437