NFP Retirement Inc’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 | $852K | Buy |
4,826
+60
| +1% | +$10.6K | 0.06% | 149 |
|
|
2025
Q1 | $814K | Sell |
4,766
-34
| -0.7% | -$5.81K | 0.06% | 136 |
|
|
2024
Q4 | $784K | Buy |
4,800
+254
| +6% | +$41.5K | 0.06% | 143 |
|
|
2024
Q3 | $791K | Sell |
4,546
-26
| -0.6% | -$4.52K | 0.06% | 138 |
|
|
2024
Q2 | $676K | Buy |
4,572
+64
| +1% | +$9.47K | 0.06% | 151 |
|
|
2024
Q1 | $643K | Sell |
4,508
-476
| -10% | -$67.9K | 0.06% | 153 |
|
|
2023
Q4 | $683K | Buy |
4,984
+221
| +5% | +$30.3K | 0.12% | 121 |
|
|
2023
Q3 | $607K | Buy |
4,763
+56
| +1% | +$7.14K | 0.12% | 130 |
|
|
2023
Q2 | $669K | Sell |
4,707
-123
| -3% | -$17.5K | 0.12% | 122 |
|
|
2023
Q1 | $713K | Buy |
4,830
+57
| +1% | +$8.41K | 0.14% | 121 |
|
|
2022
Q4 | $732K | Buy |
4,773
+135
| +3% | +$20.7K | 0.16% | 110 |
|
|
2022
Q3 | $660K | Sell |
4,638
-666
| -13% | -$94.8K | 0.16% | 111 |
|
|
2022
Q2 | $808K | Buy |
5,304
+185
| +4% | +$28.2K | 0.2% | 93 |
|
|
2022
Q1 | $829K | Buy |
5,119
+495
| +11% | +$80.1K | 0.2% | 91 |
|
|
2021
Q4 | $723K | Buy |
4,624
+622
| +16% | +$97.3K | 0.26% | 63 |
|
|
2021
Q3 | $557K | Buy |
4,002
+457
| +13% | +$63.6K | 0.23% | 75 |
|
|
2021
Q2 | $492K | Buy |
3,545
+228
| +7% | +$31.6K | 0.19% | 85 |
|
|
2021
Q1 | $466K | Buy |
3,317
+4
| +0.1% | +$562 | 0.2% | 76 |
|
|
2020
Q4 | $455K | Sell |
3,313
-287
| -8% | -$39.4K | 0.28% | 67 |
|
|
2020
Q3 | $465K | Buy |
3,600
+192
| +6% | +$24.8K | 0.31% | 63 |
|
|
2020
Q2 | $421K | Sell |
3,408
-50
| -1% | -$6.18K | 0.31% | 59 |
|
|
2020
Q1 | $421K | Buy |
3,458
+94
| +3% | +$11.5K | 0.41% | 49 |
|
|
2019
Q4 | $478K | Buy |
+3,364
| New | +$478K | 0.44% | 48 |
|