National Wealth Management Group’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 | $635K | Sell |
3,716
-329
| -8% | -$56.2K | 0.42% | 58 |
|
|
2024
Q4 | $661K | Sell |
4,045
-18
| -0.4% | -$2.94K | 0.44% | 52 |
|
|
2024
Q3 | $707K | Sell |
4,063
-173
| -4% | -$30.1K | 0.48% | 49 |
|
|
2024
Q2 | $627K | Sell |
4,236
-267
| -6% | -$39.5K | 0.48% | 51 |
|
|
2024
Q1 | $642K | Sell |
4,503
-329
| -7% | -$46.9K | 0.5% | 47 |
|
|
2023
Q4 | $662K | Sell |
4,832
-1,360
| -22% | -$186K | 0.64% | 41 |
|
|
2023
Q3 | $790K | Sell |
6,192
-666
| -10% | -$84.9K | 0.86% | 32 |
|
|
2023
Q2 | $960K | Sell |
6,858
-1,013
| -13% | -$142K | 1% | 29 |
|
|
2023
Q1 | $1.18M | Sell |
7,871
-143
| -2% | -$21.4K | 1.35% | 20 |
|
|
2022
Q4 | $1.23M | Sell |
8,014
-1,202
| -13% | -$184K | 1.47% | 16 |
|
|
2022
Q3 | $1.31M | Sell |
9,216
-131
| -1% | -$18.6K | 1.7% | 13 |
|
|
2022
Q2 | $1.42M | Buy |
9,347
+615
| +7% | +$93.7K | 1.8% | 13 |
|
|
2022
Q1 | $1.41M | Buy |
8,732
+468
| +6% | +$75.7K | 1.36% | 17 |
|
|
2021
Q4 | $1.29M | Buy |
+8,264
| New | +$1.29M | 1.21% | 24 |
|