Visionary Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.88M	Sell	24,616 -55	-0.2%	-$10.7K	0.22%	114
2025 Q4	$4.57M	Buy	24,671 +326	+1%	+$62.6K	0.21%	120
2025 Q3	$4.61M	Buy	24,345 +162	+0.7%	+$29.7K	0.22%	110
2025 Q2	$4.27M	Buy	24,183 +1,024	+4%	+$177K	0.22%	111
2025 Q1	$3.96M	Buy	23,159 +12,361	+114%	+$2.09M	0.24%	113
2024 Q4	$1.76M	Buy	10,798 +4,451	+70%	+$762K	0.1%	186
2024 Q3	$1.1M	Sell	6,347 -2,866	-31%	-$461K	0.07%	239
2024 Q2	$1.36M	Sell	9,213 -10,045	-52%	-$1.5M	0.09%	215
2024 Q1	$2.75M	Buy	19,258 +8,213	+74%	+$1.11M	0.19%	135
2023 Q4	$1.51M	Buy	11,045 +8,753	+382%	+$1.16M	0.11%	189
2023 Q3	$292K	Sell	2,292 -1,399	-38%	-$196K	0.02%	370
2023 Q2	$525K	Sell	3,691 -4,309	-54%	-$631K	0.04%	289
2023 Q1	$1.18M	Buy	8,000 +6,026	+305%	+$892K	0.1%	181
2022 Q4	$303K	Sell	1,974 -2,524	-56%	-$374K	0.03%	316
2022 Q3	$640K	Buy	4,498 +2,073	+85%	+$330K	0.07%	196
2022 Q2	$369K	Buy	2,425 +655	+37%	+$103K	0.03%	287
2022 Q1	$286K	Buy	+1,770	New	+$268K	0.02%	335