Retirement Planning Group (Kansas)’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 | $693K | Buy |
3,927
+568
| +17% | +$100K | 0.03% | 183 |
|
|
2025
Q1 | $574K | Buy |
3,359
+348
| +12% | +$59.4K | 0.03% | 187 |
|
|
2024
Q4 | $492K | Buy |
3,011
+15
| +0.5% | +$2.45K | 0.02% | 185 |
|
|
2024
Q3 | $522K | Buy |
2,996
+71
| +2% | +$12.4K | 0.03% | 175 |
|
|
2024
Q2 | $433K | Sell |
2,925
-613
| -17% | -$90.7K | 0.03% | 165 |
|
|
2024
Q1 | $504K | Buy |
3,538
+1,978
| +127% | +$282K | 0.04% | 141 |
|
|
2023
Q4 | $214K | Buy |
+1,560
| New | +$214K | 0.02% | 176 |
|