Sweeney & Michel’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
$827K Buy
4,647
+16
+0.3% +$2.85K 0.29% 59
2025
Q1
$733K Buy
+4,631
New +$733K 0.32% 53
2024
Q3
$828K Buy
4,698
+17
+0.4% +$3K 0.33% 56
2024
Q2
$697K Buy
4,681
+18
+0.4% +$2.68K 0.3% 57
2024
Q1
$723K Buy
+4,663
New +$723K 0.32% 57
2023
Q3
$600K Buy
4,576
+21
+0.5% +$2.75K 0.31% 53
2023
Q2
$636K Buy
4,555
+16
+0.4% +$2.23K 0.33% 50
2023
Q1
$647K Buy
+4,539
New +$647K 0.34% 51