Sharp Financial Services’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 | $304K | Buy |
1,725
+125
| +8% | +$22.1K | 0.2% | 64 |
|
|
2025
Q1 | $273K | Sell |
1,600
-600
| -27% | -$102K | 0.21% | 71 |
|
|
2024
Q4 | $360K | Buy |
2,200
+100
| +5% | +$16.3K | 0.27% | 55 |
|
|
2024
Q3 | $366K | Hold |
2,100
| – | – | 0.28% | 59 |
|
|
2024
Q2 | $311K | Sell |
2,100
-300
| -13% | -$44.4K | 0.27% | 70 |
|
|
2024
Q1 | $342K | Sell |
2,400
-200
| -8% | -$28.5K | 0.32% | 66 |
|
|
2023
Q4 | $356K | Buy |
+2,600
| New | +$356K | 0.39% | 56 |
|