SOA Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1K | Hold |
250
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $42.7K | Hold |
250
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $40.9K | Hold |
250
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $43.5K | Hold |
250
| – | – | 0.01% | 341 |
|
|
2024
Q2 | $37K | Hold |
250
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $35.6K | Hold |
250
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $34.3K | Sell |
250
-147
| -37% | -$20.2K | 0.01% | 343 |
|
|
2023
Q3 | $50.7K | Sell |
397
-93
| -19% | -$11.9K | 0.01% | 282 |
|
|
2023
Q2 | $69.7K | Hold |
490
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $72.3K | Hold |
490
| – | – | 0.02% | 250 |
|
|
2022
Q4 | $75.1K | Hold |
490
| – | – | 0.02% | 242 |
|
|
2022
Q3 | $69K | Hold |
490
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $74K | Buy |
490
+250
| +104% | +$37.8K | 0.02% | 230 |
|
|
2022
Q1 | $38K | Hold |
240
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $37K | Hold |
240
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $33K | Hold |
240
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $33K | Hold |
240
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $33K | Hold |
240
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $33K | Buy |
+240
| New | +$33K | 0.01% | 318 |
|