Panoramic Investment Advisors’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 | $289K | Buy |
1,637
+9
| +0.6% | +$1.59K | 0.18% | 92 |
|
|
2025
Q1 | $278K | Buy |
1,628
+9
| +0.6% | +$1.54K | 0.19% | 92 |
|
|
2024
Q4 | $265K | Buy |
1,619
+18
| +1% | +$2.94K | 0.17% | 98 |
|
|
2024
Q3 | $279K | Buy |
+1,601
| New | +$279K | 0.19% | 94 |
|
|
2024
Q1 | $264K | Sell |
1,852
-352
| -16% | -$50.2K | 0.19% | 93 |
|
|
2023
Q4 | $302K | Sell |
2,204
-665
| -23% | -$91.1K | 0.26% | 78 |
|
|
2023
Q3 | $366K | Buy |
+2,869
| New | +$366K | 0.34% | 65 |
|
|
2022
Q4 | $435K | Buy |
+2,838
| New | +$435K | 0.45% | 53 |
|