Seamount Financial Group’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 | $722K | Buy |
4,090
+534
| +15% | +$94.3K | 0.37% | 64 |
|
|
2025
Q1 | $607K | Buy |
3,556
+126
| +4% | +$21.5K | 0.41% | 61 |
|
|
2024
Q4 | $561K | Sell |
3,430
-24
| -0.7% | -$3.92K | 0.39% | 64 |
|
|
2024
Q3 | $601K | Sell |
3,454
-124
| -3% | -$21.6K | 0.45% | 54 |
|
|
2024
Q2 | $529K | Buy |
3,578
+39
| +1% | +$5.77K | 0.43% | 58 |
|
|
2024
Q1 | $505K | Buy |
3,539
+310
| +10% | +$44.2K | 0.44% | 57 |
|
|
2023
Q4 | $443K | Buy |
+3,229
| New | +$443K | 0.42% | 56 |
|