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 |
|