Poehling Capital Management’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 | $344K | Hold |
1,950
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $333K | Hold |
1,950
| – | – | 0.08% | 109 |
|
|
2024
Q4 | $319K | Hold |
1,950
| – | – | 0.08% | 113 |
|
|
2024
Q3 | $339K | Hold |
1,950
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $288K | Hold |
1,950
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $278K | Hold |
1,950
| – | – | 0.07% | 113 |
|
|
2023
Q4 | $267K | Hold |
1,950
| – | – | 0.08% | 110 |
|
|
2023
Q3 | $249K | Hold |
1,950
| – | – | 0.09% | 109 |
|
|
2023
Q2 | $277K | Hold |
1,950
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $288K | Hold |
1,950
| – | – | 0.1% | 102 |
|
|
2022
Q4 | $299K | Hold |
1,950
| – | – | 0.11% | 93 |
|
|
2022
Q3 | $277K | Hold |
1,950
| – | – | 0.12% | 89 |
|
|
2022
Q2 | $297K | Hold |
1,950
| – | – | 0.11% | 93 |
|
|
2022
Q1 | $316K | Hold |
1,950
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $305K | Hold |
1,950
| – | – | 0.1% | 110 |
|
|
2021
Q3 | $271K | Hold |
1,950
| – | – | 0.09% | 117 |
|
|
2021
Q2 | $271K | Hold |
1,950
| – | – | 0.09% | 127 |
|
|
2021
Q1 | $274K | Hold |
1,950
| – | – | 0.1% | 128 |
|
|
2020
Q4 | $268K | Hold |
1,950
| – | – | 0.11% | 109 |
|
|
2020
Q3 | $252K | Hold |
1,950
| – | – | 0.13% | 99 |
|
|
2020
Q2 | $241K | Hold |
1,950
| – | – | 0.13% | 96 |
|
|
2020
Q1 | $238K | Buy |
1,950
+450
| +30% | +$54.9K | 0.17% | 81 |
|
|
2019
Q4 | $214K | Hold |
1,500
| – | – | 0.14% | 100 |
|
|
2019
Q3 | $215K | Buy |
+1,500
| New | +$215K | 0.16% | 92 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$174K | – | 253 |
|
|
2018
Q2 | $174K | Buy |
1,500
+1,000
| +200% | +$116K | 0.15% | 97 |
|
|
2018
Q1 | $56K | Buy |
+500
| New | +$56K | 0.05% | 135 |
|