ORG
VPU icon

Optimist Retirement Group’s Vanguard Utilities ETF VPU Stock Holding History

Optimist Retirement Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$202K Sell
1,144
-173
-13% -$30.5K 0.1% 115
2025
Q1 		$225K Buy
1,317
+5
+0.4% +$854 0.11% 104
2024
Q4 		$214K Buy
1,312
+11
+0.8% +$1.8K 0.1% 114
2024
Q3 		$226K Buy
+1,301
New +$226K 0.1% 112