Summit Financial’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 | $1.37M | Buy |
7,781
+114
| +1% | +$20.1K | 0.03% | 355 |
|
|
2025
Q1 | $1.31M | Buy |
7,667
+198
| +3% | +$33.8K | 0.04% | 323 |
|
|
2024
Q4 | $1.22M | Buy |
7,469
+270
| +4% | +$44.1K | 0.04% | 281 |
|
|
2024
Q3 | $1.26M | Buy |
7,199
+377
| +6% | +$66.1K | 0.05% | 226 |
|
|
2024
Q2 | $1.02M | Buy |
6,822
+325
| +5% | +$48.5K | 0.05% | 225 |
|
|
2024
Q1 | $926K | Buy |
6,497
+4,043
| +165% | +$576K | 0.05% | 194 |
|
|
2023
Q4 | $336K | Buy |
+2,454
| New | +$336K | 0.02% | 285 |
|