Visionary Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
24,183
+1,024
| +4% | +$181K | 0.22% | 111 |
|
|
2025
Q1 | $3.96M | Buy |
23,159
+12,361
| +114% | +$2.11M | 0.24% | 113 |
|
|
2024
Q4 | $1.76M | Buy |
10,798
+4,451
| +70% | +$727K | 0.1% | 186 |
|
|
2024
Q3 | $1.1M | Sell |
6,347
-2,866
| -31% | -$499K | 0.07% | 239 |
|
|
2024
Q2 | $1.36M | Sell |
9,213
-10,045
| -52% | -$1.49M | 0.09% | 215 |
|
|
2024
Q1 | $2.75M | Buy |
19,258
+8,213
| +74% | +$1.17M | 0.19% | 135 |
|
|
2023
Q4 | $1.51M | Buy |
11,045
+8,753
| +382% | +$1.2M | 0.11% | 189 |
|
|
2023
Q3 | $292K | Sell |
2,292
-1,399
| -38% | -$178K | 0.02% | 370 |
|
|
2023
Q2 | $525K | Sell |
3,691
-4,309
| -54% | -$613K | 0.04% | 289 |
|
|
2023
Q1 | $1.18M | Buy |
8,000
+6,026
| +305% | +$889K | 0.1% | 181 |
|
|
2022
Q4 | $303K | Sell |
1,974
-2,524
| -56% | -$387K | 0.03% | 316 |
|
|
2022
Q3 | $640K | Buy |
4,498
+2,073
| +85% | +$295K | 0.07% | 196 |
|
|
2022
Q2 | $369K | Buy |
2,425
+655
| +37% | +$99.7K | 0.03% | 287 |
|
|
2022
Q1 | $286K | Buy |
+1,770
| New | +$286K | 0.02% | 335 |
|