SGCA
Steel Grove Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
7,260
| – | – | 0.15% | 89 |
|
|
2025
Q1 | $1.24M | Sell |
7,260
-190
| -3% | -$32.5K | 0.19% | 79 |
|
|
2024
Q4 | $1.22M | Buy |
7,450
+1,980
| +36% | +$324K | 0.17% | 72 |
|
|
2024
Q3 | $948K | Buy |
5,470
+1,095
| +25% | +$190K | 0.13% | 83 |
|
|
2024
Q2 | $647K | Buy |
+4,375
| New | +$647K | 0.09% | 103 |
|