Northwest Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Buy
2025
Q1
$535K Buy
2024
Q4
$511K Hold
2024
Q3
$544K Buy
2024
Q2
$441K Buy
2024
Q1
$304K Buy
2023
Q4
$14.8K Buy