Moss Adams Wealth Advisors’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 | $4.53M | Buy |
25,645
+5,282
| +26% | +$932K | 0.41% | 26 |
|
|
2025
Q1 | $3.48M | Buy |
20,363
+18,741
| +1,155% | +$3.2M | 0.37% | 24 |
|
|
2024
Q4 | $265K | Buy |
+1,622
| New | +$265K | 0.03% | 161 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$2.55K | – | 177 |
|
|
2023
Q3 | $2.55K | Hold |
20
| – | – | ﹤0.01% | 157 |
|
|
2023
Q2 | $2.84K | Hold |
20
| – | – | ﹤0.01% | 134 |
|
|
2023
Q1 | $2.95K | Hold |
20
| – | – | ﹤0.01% | 156 |
|
|
2022
Q4 | $3.07K | Buy |
+20
| New | +$3.07K | ﹤0.01% | 159 |
|