Swisher Financial Concepts’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 | $300K | Buy |
1,700
+3
| +0.2% | +$530 | 0.19% | 69 |
|
|
2025
Q1 | $290K | Buy |
1,697
+462
| +37% | +$78.9K | 0.24% | 55 |
|
|
2024
Q4 | $202K | Sell |
1,235
-2,488
| -67% | -$407K | 0.24% | 62 |
|
|
2024
Q3 | $603K | Buy |
3,723
+1,880
| +102% | +$304K | 0.38% | 46 |
|
|
2024
Q2 | $272K | Sell |
1,843
-41
| -2% | -$6.05K | 0.28% | 64 |
|
|
2024
Q1 | $265K | Buy |
1,884
+3
| +0.2% | +$422 | 0.23% | 65 |
|
|
2023
Q4 | $254K | Buy |
+1,881
| New | +$254K | 0.24% | 65 |
|