Pinnacle Wealth Management 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 | $2.54M | Buy |
14,381
+664
| +5% | +$117K | 1.46% | 23 |
|
|
2025
Q1 | $2.34M | Buy |
+13,717
| New | +$2.34M | 1.63% | 20 |
|
|
2023
Q2 | – | Sell |
-6,204
| Closed | -$915K | – | 104 |
|
|
2023
Q1 | $915K | Sell |
6,204
-3,312
| -35% | -$489K | 0.79% | 34 |
|
|
2022
Q4 | $1.46M | Buy |
9,516
+32
| +0.3% | +$4.91K | 1.29% | 25 |
|
|
2022
Q3 | $1.35M | Buy |
+9,484
| New | +$1.35M | 1.19% | 23 |
|