Spire Wealth Management’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 | $906K | Buy |
5,135
+251
| +5% | +$44.3K | 0.03% | 380 |
|
|
2025
Q1 | $834K | Sell |
4,884
-566
| -10% | -$96.7K | 0.03% | 443 |
|
|
2024
Q4 | $891K | Buy |
5,450
+3
| +0.1% | +$490 | 0.03% | 421 |
|
|
2024
Q3 | $948K | Sell |
5,447
-229
| -4% | -$39.9K | 0.03% | 381 |
|
|
2024
Q2 | $840K | Buy |
5,676
+600
| +12% | +$88.7K | 0.03% | 380 |
|
|
2024
Q1 | $724K | Sell |
5,076
-177
| -3% | -$25.2K | 0.01% | 435 |
|
|
2023
Q4 | $691K | Sell |
5,253
-101
| -2% | -$13.3K | 0.02% | 443 |
|
|
2023
Q3 | $683K | Sell |
5,354
-1,079
| -17% | -$138K | 0.03% | 410 |
|
|
2023
Q2 | $915K | Sell |
6,433
-155
| -2% | -$22K | 0.03% | 363 |
|
|
2023
Q1 | $972K | Buy |
6,588
+501
| +8% | +$73.9K | 0.04% | 349 |
|
|
2022
Q4 | $934K | Sell |
6,087
-65
| -1% | -$9.97K | 0.05% | 243 |
|
|
2022
Q3 | $875K | Sell |
6,152
-639
| -9% | -$90.9K | 0.05% | 231 |
|
|
2022
Q2 | $1.04M | Buy |
6,791
+18
| +0.3% | +$2.74K | 0.04% | 325 |
|
|
2022
Q1 | $1.1M | Sell |
6,773
-164
| -2% | -$26.5K | 0.03% | 370 |
|
|
2021
Q4 | $1.09M | Buy |
6,937
+327
| +5% | +$51.1K | 0.02% | 447 |
|
|
2021
Q3 | $928K | Sell |
6,610
-303
| -4% | -$42.5K | 0.02% | 428 |
|
|
2021
Q2 | $959K | Sell |
6,913
-124
| -2% | -$17.2K | 0.03% | 440 |
|
|
2021
Q1 | $988K | Buy |
+7,037
| New | +$988K | 0.03% | 445 |
|