Paladin Advisory Group’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
$49.4K Hold
280
0.04% 145
2025
Q1
$47.8K Sell
280
-100
-26% -$17.1K 0.04% 149
2024
Q4
$62.1K Hold
380
0.05% 137
2024
Q3
$66.1K Hold
380
0.05% 137
2024
Q2
$55.7K Hold
380
0.04% 142
2024
Q1
$53.9K Hold
380
0.04% 141
2023
Q4
$52.1K Hold
380
0.04% 140
2023
Q3
$48.5K Sell
380
-11
-3% -$1.4K 0.04% 151
2023
Q2
$55.6K Hold
391
0.04% 147
2023
Q1
$57.7K Buy
+391
New +$57.7K 0.05% 146
2022
Q4
Hold
0
248
2022
Q3
Hold
0
253
2022
Q2
Sell
-408
Closed -$66K 254
2022
Q1
$66K Buy
+408
New +$66K 0.05% 151
2021
Q4
Hold
0
246