Vigilare Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
7,656
-892
-10% -$72.8K 0.23% 58
2025
Q1
$674K Buy
8,548
+1,343
+19% +$106K 0.27% 39
2024
Q4
$545K Sell
7,205
-809
-10% -$61.2K 0.22% 43
2024
Q3
$647K Sell
8,014
-1,877
-19% -$152K 0.26% 45
2024
Q2
$674K Buy
+9,891
New +$674K 0.3% 42