Novak & Powell Financial Services’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 | $269K | Sell |
1,522
-4,262
| -74% | -$752K | 0.19% | 114 |
|
|
2025
Q1 | $988K | Sell |
5,784
-4
| -0.1% | -$683 | 0.61% | 39 |
|
|
2024
Q4 | $946K | Hold |
5,788
| – | – | 0.56% | 43 |
|
|
2024
Q3 | $1.01M | Buy |
5,788
+118
| +2% | +$20.5K | 0.58% | 43 |
|
|
2024
Q2 | $839K | Hold |
5,670
| – | – | 0.52% | 49 |
|
|
2024
Q1 | $223K | Buy |
5,670
+91
| +2% | +$3.58K | 0.17% | 124 |
|
|
2023
Q4 | $772K | Buy |
+5,579
| New | +$772K | 0.52% | 51 |
|