Porter White 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 | $5.08M | Buy |
28,793
+35
| +0.1% | +$6.18K | 2.37% | 8 |
|
|
2025
Q1 | $4.91M | Buy |
28,758
+188
| +0.7% | +$32.1K | 2.43% | 7 |
|
|
2024
Q4 | $4.67M | Sell |
28,570
-488
| -2% | -$79.7K | 2.37% | 7 |
|
|
2024
Q3 | $5.06M | Sell |
29,058
-367
| -1% | -$63.9K | 2.53% | 6 |
|
|
2024
Q2 | $4.35M | Sell |
29,425
-317
| -1% | -$46.9K | 2.33% | 8 |
|
|
2024
Q1 | $4.24M | Buy |
29,742
+2,790
| +10% | +$398K | 2.25% | 8 |
|
|
2023
Q4 | $3.69M | Buy |
26,952
+7,514
| +39% | +$1.03M | 2.3% | 8 |
|
|
2023
Q3 | $2.48M | Buy |
19,438
+557
| +3% | +$71K | 1.89% | 9 |
|
|
2023
Q2 | $2.68M | Buy |
18,881
+843
| +5% | +$120K | 2.12% | 7 |
|
|
2023
Q1 | $2.66M | Buy |
18,038
+591
| +3% | +$87.2K | 2.28% | 7 |
|
|
2022
Q4 | $2.68M | Buy |
+17,447
| New | +$2.68M | 2.37% | 6 |
|