Sax Wealth Advisors’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 | $1.12M | Sell |
6,336
-111
| -2% | -$19.6K | 0.07% | 168 |
|
|
2025
Q1 | $1.1M | Buy |
6,447
+359
| +6% | +$61.3K | 0.08% | 131 |
|
|
2024
Q4 | $995K | Buy |
6,088
+54
| +0.9% | +$8.83K | 0.08% | 124 |
|
|
2024
Q3 | $1.05M | Buy |
6,034
+34
| +0.6% | +$5.92K | 0.09% | 86 |
|
|
2024
Q2 | $888K | Buy |
6,000
+166
| +3% | +$24.6K | 0.08% | 98 |
|
|
2024
Q1 | $832K | Buy |
5,834
+536
| +10% | +$76.4K | 0.1% | 82 |
|
|
2023
Q4 | $726K | Buy |
5,298
+77
| +1% | +$10.6K | 0.12% | 89 |
|
|
2023
Q3 | $666K | Buy |
5,221
+30
| +0.6% | +$3.83K | 0.13% | 89 |
|
|
2023
Q2 | $738K | Hold |
5,191
| – | – | 0.15% | 81 |
|
|
2023
Q1 | $766K | Buy |
5,191
+30
| +0.6% | +$4.43K | 0.17% | 78 |
|
|
2022
Q4 | $791K | Buy |
5,161
+562
| +12% | +$86.2K | 0.18% | 74 |
|
|
2022
Q3 | $654K | Sell |
4,599
-37
| -0.8% | -$5.26K | 0.17% | 79 |
|
|
2022
Q2 | $706K | Buy |
4,636
+26
| +0.6% | +$3.96K | 0.18% | 78 |
|
|
2022
Q1 | $746K | Buy |
4,610
+24
| +0.5% | +$3.88K | 0.18% | 72 |
|
|
2021
Q4 | $717K | Buy |
+4,586
| New | +$717K | 0.15% | 87 |
|