RBA Wealth 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 | $255K | Buy |
1,443
+64
| +5% | +$11.3K | 0.09% | 87 |
|
|
2025
Q1 | $236K | Sell |
1,379
-39
| -3% | -$6.66K | 0.09% | 88 |
|
|
2024
Q4 | $232K | Buy |
1,418
+164
| +13% | +$26.8K | 0.09% | 88 |
|
|
2024
Q3 | $218K | Buy |
+1,254
| New | +$218K | 0.08% | 86 |
|
|
2024
Q2 | – | Sell |
-1,431
| Closed | -$204K | – | 94 |
|
|
2024
Q1 | $204K | Buy |
+1,431
| New | +$204K | 0.08% | 89 |
|
|
2023
Q1 | – | Sell |
-1,313
| Closed | -$201K | – | 98 |
|
|
2022
Q4 | $201K | Buy |
+1,313
| New | +$201K | 0.11% | 87 |
|
|
2022
Q2 | – | Sell |
-1,261
| Closed | -$204K | – | 106 |
|
|
2022
Q1 | $204K | Sell |
1,261
-16
| -1% | -$2.59K | 0.1% | 102 |
|
|
2021
Q4 | $200K | Buy |
+1,277
| New | +$200K | 0.09% | 108 |
|