OCPWS
One Charles Private Wealth Services’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,451
-150
| -9% | -$26.5K | 0.07% | 135 |
|
|
2025
Q1 | $273K | Buy |
1,601
+105
| +7% | +$17.9K | 0.09% | 118 |
|
|
2024
Q4 | $244K | Buy |
1,496
+53
| +4% | +$8.66K | 0.08% | 130 |
|
|
2024
Q3 | $251K | Sell |
1,443
-102
| -7% | -$17.8K | 0.1% | 129 |
|
|
2024
Q2 | $229K | Sell |
1,545
-11
| -0.7% | -$1.63K | 0.1% | 134 |
|
|
2024
Q1 | $222K | Buy |
+1,556
| New | +$222K | 0.1% | 136 |
|