TWA
Tandem Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
+28,466
| New | +$5.02M | 2.48% | 11 |
|
|
2023
Q3 | – | Sell |
-1,529
| Closed | -$217K | – | 61 |
|
|
2023
Q2 | $217K | Sell |
1,529
-882
| -37% | -$125K | 0.13% | 48 |
|
|
2023
Q1 | $356K | Sell |
2,411
-19,540
| -89% | -$2.88M | 0.22% | 28 |
|
|
2022
Q4 | $3.37M | Buy |
+21,951
| New | +$3.37M | 2.14% | 13 |
|