Mutual 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 | $1.57M | Buy |
8,602
+4,124
| +92% | +$753K | 0.04% | 371 |
|
|
2025
Q1 | $758K | Sell |
4,478
-565
| -11% | -$95.7K | 0.02% | 554 |
|
|
2024
Q4 | $857K | Sell |
5,043
-250
| -5% | -$42.5K | 0.02% | 528 |
|
|
2024
Q3 | $928K | Sell |
5,293
-66
| -1% | -$11.6K | 0.03% | 505 |
|
|
2024
Q2 | $833K | Sell |
5,359
-81
| -1% | -$12.6K | 0.03% | 545 |
|
|
2024
Q1 | $776K | Sell |
5,440
-252
| -4% | -$35.9K | 0.02% | 562 |
|
|
2023
Q4 | $780K | Sell |
5,692
-1,455
| -20% | -$199K | 0.03% | 522 |
|
|
2023
Q3 | $912K | Buy |
7,147
+524
| +8% | +$66.8K | 0.04% | 447 |
|
|
2023
Q2 | $942K | Buy |
6,623
+113
| +2% | +$16.1K | 0.04% | 450 |
|
|
2023
Q1 | $960K | Buy |
6,510
+275
| +4% | +$40.6K | 0.04% | 433 |
|
|
2022
Q4 | $956K | Sell |
6,235
-132
| -2% | -$20.2K | 0.04% | 416 |
|
|
2022
Q3 | $906K | Buy |
6,367
+147
| +2% | +$20.9K | 0.05% | 392 |
|
|
2022
Q2 | $948K | Sell |
6,220
-200
| -3% | -$30.5K | 0.06% | 353 |
|
|
2022
Q1 | $1.04M | Sell |
6,420
-162
| -2% | -$26.2K | 0.06% | 366 |
|
|
2021
Q4 | $1.03M | Buy |
6,582
+54
| +0.8% | +$8.44K | 0.05% | 376 |
|
|
2021
Q3 | $908K | Buy |
6,528
+125
| +2% | +$17.4K | 0.05% | 381 |
|
|
2021
Q2 | $888K | Sell |
6,403
-137
| -2% | -$19K | 0.05% | 379 |
|
|
2021
Q1 | $919K | Sell |
6,540
-294
| -4% | -$41.3K | 0.06% | 338 |
|
|
2020
Q4 | $938K | Buy |
6,834
+2,058
| +43% | +$282K | 0.07% | 323 |
|
|
2020
Q3 | $617K | Buy |
4,776
+1,823
| +62% | +$236K | 0.05% | 372 |
|
|
2020
Q2 | $365K | Buy |
2,953
+347
| +13% | +$42.9K | 0.04% | 459 |
|
|
2020
Q1 | $318K | Sell |
2,606
-537
| -17% | -$65.5K | 0.04% | 383 |
|
|
2019
Q4 | $449K | Buy |
3,143
+1,063
| +51% | +$152K | 0.05% | 367 |
|
|
2019
Q3 | $299K | Buy |
2,080
+74
| +4% | +$10.6K | 0.04% | 420 |
|
|
2019
Q2 | $267K | Buy |
2,006
+71
| +4% | +$9.45K | 0.03% | 465 |
|
|
2019
Q1 | $251K | Buy |
+1,935
| New | +$251K | 0.04% | 397 |
|