NFA
Northwest Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
3,131
+2
| +0.1% | +$353 | 0.77% | 39 |
|
|
2025
Q1 | $535K | Buy |
3,129
+1
| +0% | +$171 | 0.44% | 54 |
|
|
2024
Q4 | $511K | Hold |
3,128
| – | – | 0.42% | 59 |
|
|
2024
Q3 | $544K | Buy |
3,128
+148
| +5% | +$25.8K | 0.43% | 52 |
|
|
2024
Q2 | $441K | Buy |
2,980
+851
| +40% | +$126K | 0.45% | 53 |
|
|
2024
Q1 | $304K | Buy |
2,129
+2,021
| +1,871% | +$288K | 0.33% | 74 |
|
|
2023
Q4 | $14.8K | Buy |
+108
| New | +$14.8K | 0.01% | 341 |
|