My Personal CFO LLC’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
Q1 | – | Sell |
-1,329
| Closed | -$217K | – | 90 |
|
|
2024
Q4 | $217K | Hold |
1,329
| – | – | 0.11% | 87 |
|
|
2024
Q3 | $231K | Sell |
1,329
-3,189
| -71% | -$555K | 0.13% | 83 |
|
|
2024
Q2 | $668K | Sell |
4,518
-148
| -3% | -$21.9K | 0.36% | 52 |
|
|
2024
Q1 | $665K | Buy |
4,666
+642
| +16% | +$91.5K | 0.38% | 53 |
|
|
2023
Q4 | $552K | Buy |
4,024
+406
| +11% | +$55.7K | 0.36% | 57 |
|
|
2023
Q3 | $461K | Buy |
3,618
+353
| +11% | +$45K | 0.37% | 53 |
|
|
2023
Q2 | $464K | Buy |
3,265
+1,685
| +107% | +$240K | 0.36% | 53 |
|
|
2023
Q1 | $233K | Buy |
1,580
+40
| +3% | +$5.9K | 0.2% | 68 |
|
|
2022
Q4 | $236K | Buy |
+1,540
| New | +$236K | 0.22% | 62 |
|