Strategic Wealth Partners’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	$86.3K	Buy	+489	New	+$86.3K	0.01%	414
2023 Q4	–	Sell	-49,552	Closed	-$6.32M	–	302
2023 Q3	$6.32M	Buy	49,552 +47,114	+1,932%	+$6.01M	0.83%	24
2023 Q2	$347K	Buy	2,438 +161	+7%	+$22.9K	0.04%	234
2023 Q1	$336K	Buy	+2,277	New	+$336K	0.05%	206