TVWM
Tower View Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Hold |
80
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $13.6K | Buy |
80
+1
| +1% | +$170 | 0.01% | 122 |
|
|
2024
Q4 | $12.9K | Buy |
79
+1
| +1% | +$164 | 0.01% | 119 |
|
|
2024
Q3 | $13.6K | Buy |
78
+1
| +1% | +$174 | 0.01% | 122 |
|
|
2024
Q2 | $11.4K | Hold |
77
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $11K | Hold |
77
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $11K | Buy |
77
+2
| +3% | +$286 | 0.01% | 124 |
|
|
2023
Q3 | $10K | Hold |
75
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $11K | Hold |
75
| – | – | 0.01% | 116 |
|
|
2023
Q1 | $11K | Buy |
75
+1
| +1% | +$147 | 0.01% | 112 |
|
|
2022
Q4 | $11K | Buy |
74
+1
| +1% | +$149 | 0.01% | 117 |
|
|
2022
Q3 | $10K | Hold |
73
| – | – | 0.01% | 119 |
|
|
2022
Q2 | $11K | Buy |
73
+1
| +1% | +$151 | 0.01% | 113 |
|
|
2022
Q1 | $12K | Hold |
72
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $11K | Buy |
72
+1
| +1% | +$153 | 0.01% | 151 |
|
|
2021
Q3 | $10K | Hold |
71
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $10K | Buy |
71
+1
| +1% | +$141 | 0.01% | 134 |
|
|
2021
Q1 | $10K | Sell |
70
-364
| -84% | -$52K | 0.01% | 135 |
|
|
2020
Q4 | $60K | Buy |
434
+122
| +39% | +$16.9K | 0.03% | 100 |
|
|
2020
Q3 | $40K | Buy |
312
+2
| +0.6% | +$256 | 0.03% | 92 |
|
|
2020
Q2 | $38K | Buy |
310
+3
| +1% | +$368 | 0.03% | 85 |
|
|
2020
Q1 | $37K | Buy |
307
+3
| +1% | +$362 | 0.03% | 79 |
|
|
2019
Q4 | $43K | Buy |
304
+4
| +1% | +$566 | 0.03% | 84 |
|
|
2019
Q3 | $43K | Hold |
300
| – | – | 0.04% | 84 |
|
|
2019
Q2 | $40K | Sell |
300
-33
| -10% | -$4.4K | 0.03% | 81 |
|
|
2019
Q1 | $43K | Buy |
333
+2
| +0.6% | +$258 | 0.04% | 80 |
|
|
2018
Q4 | $39K | Buy |
331
+3
| +0.9% | +$353 | 0.04% | 81 |
|
|
2018
Q3 | $39K | Buy |
328
+5
| +2% | +$595 | 0.03% | 99 |
|
|
2018
Q2 | $37K | Hold |
323
| – | – | 0.03% | 96 |
|
|
2018
Q1 | $36K | Buy |
323
+3
| +0.9% | +$334 | 0.04% | 97 |
|
|
2017
Q4 | $37K | Buy |
+320
| New | +$37K | 0.03% | 100 |
|