Moseley Investment 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 | $216K | Hold |
1,221
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $209K | Sell |
1,221
-10
| -0.8% | -$1.71K | 0.08% | 148 |
|
|
2024
Q4 | $201K | Sell |
1,231
-25
| -2% | -$4.09K | 0.08% | 146 |
|
|
2024
Q3 | $219K | Buy |
+1,256
| New | +$219K | 0.09% | 144 |
|
|
2023
Q4 | – | Sell |
-1,666
| Closed | -$212K | – | 156 |
|
|
2023
Q3 | $212K | Hold |
1,666
| – | – | 0.13% | 136 |
|
|
2023
Q2 | $237K | Hold |
1,666
| – | – | 0.14% | 132 |
|
|
2023
Q1 | $246K | Hold |
1,666
| – | – | 0.16% | 125 |
|
|
2022
Q4 | $255K | Hold |
1,666
| – | – | 0.18% | 119 |
|
|
2022
Q3 | $237K | Hold |
1,666
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $254K | Hold |
1,666
| – | – | 0.18% | 127 |
|
|
2022
Q1 | $270K | Sell |
1,666
-25
| -1% | -$4.05K | 0.15% | 144 |
|
|
2021
Q4 | $264K | Hold |
1,691
| – | – | 0.12% | 158 |
|
|
2021
Q3 | $235K | Hold |
1,691
| – | – | 0.12% | 160 |
|
|
2021
Q2 | $235K | Hold |
1,691
| – | – | 0.12% | 161 |
|
|
2021
Q1 | $238K | Hold |
1,691
| – | – | 0.13% | 153 |
|
|
2020
Q4 | $232K | Sell |
1,691
-400
| -19% | -$54.9K | 0.13% | 140 |
|
|
2020
Q3 | $270K | Hold |
2,091
| – | – | 0.19% | 108 |
|
|
2020
Q2 | $259K | Hold |
2,091
| – | – | 0.22% | 110 |
|
|
2020
Q1 | $255K | Hold |
2,091
| – | – | 0.3% | 92 |
|
|
2019
Q4 | $299K | Hold |
2,091
| – | – | 0.29% | 99 |
|
|
2019
Q3 | $300K | Buy |
2,091
+69
| +3% | +$9.9K | 0.31% | 89 |
|
|
2019
Q2 | $269K | Hold |
2,022
| – | – | 0.25% | 105 |
|
|
2019
Q1 | $262K | Buy |
+2,022
| New | +$262K | 0.27% | 102 |
|