TCM
TD Capital Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $8.54K | Sell |
50
-10
| -17% | -$1.71K | ﹤0.01% | 325 |
|
|
2024
Q4 | $9.83K | Hold |
60
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $10.4K | Buy |
60
+10
| +20% | +$1.74K | ﹤0.01% | 288 |
|
|
2024
Q2 | $7.4K | Hold |
50
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $7.13K | Hold |
50
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $6.85K | Hold |
50
| – | – | ﹤0.01% | 307 |
|
|
2023
Q3 | $6.38K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $7.11K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $7.38K | Hold |
50
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $7.67K | Hold |
50
| – | – | ﹤0.01% | 266 |
|
|
2022
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 258 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$8K | – | 335 |
|
|
2021
Q4 | $8K | Sell |
50
-5
| -9% | -$800 | ﹤0.01% | 282 |
|
|
2021
Q3 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 267 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$7K | – | 292 |
|
|
2020
Q2 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 182 |
|
|
2015
Q3 | – | Sell |
-1,404
| Closed | -$126K | – | 160 |
|
|
2015
Q2 | $126K | Sell |
1,404
-3,080
| -69% | -$276K | 0.03% | 64 |
|
|
2015
Q1 | $434K | Sell |
4,484
-4,093
| -48% | -$396K | 0.1% | 44 |
|
|
2014
Q4 | $878K | Hold |
8,577
| – | – | 0.2% | 37 |
|
|
2014
Q3 | $783K | Sell |
8,577
-2,950
| -26% | -$269K | 0.18% | 39 |
|
|
2014
Q2 | $1.12M | Buy |
11,527
+89
| +0.8% | +$8.61K | 0.25% | 30 |
|
|
2014
Q1 | $1.04M | Sell |
11,438
-101,992
| -90% | -$9.23M | 0.24% | 30 |
|
|
2013
Q4 | $9.45M | Sell |
113,430
-12,620
| -10% | -$1.05M | 2.22% | 19 |
|
|
2013
Q3 | $10.3M | Buy |
126,050
+3,718
| +3% | +$303K | 2.38% | 19 |
|
|
2013
Q2 | $10.1M | Buy |
+122,332
| New | +$10.1M | 2.45% | 14 |
|