Moran 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
2024 Q4	–	Sell	-9,500	Closed	-$1.65M	–	460
2024 Q3	$1.65M	Sell	9,500 -485	-5%	-$84.4K	0.05%	269
2024 Q2	$1.48M	Sell	9,985 -676	-6%	-$100K	0.05%	263
2024 Q1	$1.52M	Buy	+10,661	New	+$1.52M	0.05%	267