SageView Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,158
+8
| +0.4% | +$1.45K | 0.01% | 428 |
|
|
2025
Q1 | $367K | Buy |
+2,150
| New | +$367K | 0.02% | 411 |
|
|
2024
Q1 | – | Sell |
-1,566
| Closed | -$208K | – | 864 |
|
|
2023
Q4 | $208K | Sell |
1,566
-474
| -23% | -$63K | 0.01% | 603 |
|
|
2023
Q3 | $260K | Sell |
2,040
-162
| -7% | -$20.7K | 0.01% | 449 |
|
|
2023
Q2 | $313K | Buy |
+2,202
| New | +$313K | 0.02% | 438 |
|