Rialto 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
$258K Sell
1,459
-192
-12% -$33.9K 0.07% 132
2025
Q1
$282K Sell
1,651
-9
-0.5% -$1.54K 0.09% 120
2024
Q4
$271K Buy
+1,660
New +$271K 0.09% 127