Park Square Financial 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
$681K Sell
3,857
-20
-0.5% -$3.53K 0.49% 38
2025
Q1
$662K Sell
3,877
-79
-2% -$13.5K 0.53% 35
2024
Q4
$646K Buy
+3,956
New +$646K 0.45% 36