Simplicity Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,188
Closed -$1.21M 1196
2024
Q2
$1.21M Buy
8,188
+1,362
+20% +$201K 0.03% 476
2024
Q1
$973K Buy
+6,826
New +$973K 0.02% 526