Richmond Brothers’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	$7.55M	Sell	42,771 -5,004	-10%	-$883K	4.94%	4
2025 Q1	$8.16M	Buy	47,775 +1,641	+4%	+$280K	5.16%	7
2024 Q4	$7.54M	Buy	46,134 +4,169	+10%	+$681K	4.83%	7
2024 Q3	$7.3M	Buy	+41,965	New	+$7.3M	4.5%	3