SWM
Stapp Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
8,947
-6,930
| -44% | -$1.22M | 2.27% | 14 |
|
|
2025
Q1 | $2.71M | Buy |
15,877
+382
| +2% | +$65.2K | 4.18% | 11 |
|
|
2024
Q4 | $2.53M | Buy |
15,495
+822
| +6% | +$134K | 3.95% | 10 |
|
|
2024
Q3 | $2.55M | Buy |
14,673
+581
| +4% | +$101K | 4.12% | 10 |
|
|
2024
Q2 | $2.08M | Sell |
14,092
-1,140
| -7% | -$169K | 3.61% | 10 |
|
|
2024
Q1 | $2.17M | Buy |
15,232
+3,709
| +32% | +$529K | 3.79% | 10 |
|
|
2023
Q4 | $1.58M | Buy |
+11,523
| New | +$1.58M | 2.65% | 13 |
|
|
2023
Q3 | – | Sell |
-11,827
| Closed | -$1.68M | – | 24 |
|
|
2023
Q2 | $1.68M | Buy |
+11,827
| New | +$1.68M | 3.33% | 12 |
|