MCM
MontVue Capital Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
2,125
| – | – | 0.27% | 46 |
|
|
2025
Q1 | $363K | Hold |
2,125
| – | – | 0.29% | 45 |
|
|
2024
Q4 | $347K | Hold |
2,125
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $370K | Hold |
2,125
| – | – | 0.28% | 43 |
|
|
2024
Q2 | $314K | Buy |
2,125
+241
| +13% | +$35.6K | 0.25% | 47 |
|
|
2024
Q1 | $269K | Buy |
1,884
+363
| +24% | +$51.8K | 0.24% | 42 |
|
|
2023
Q4 | $208K | Buy |
+1,521
| New | +$208K | 0.2% | 46 |
|