QTR Family Wealth’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
$570K Sell
3,231
-1
-0% -$176 0.35% 67
2025
Q1
$552K Buy
+3,232
New +$552K 0.42% 60