Waverly 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 | $2.1M | Buy |
11,891
+9
| +0.1% | +$1.59K | 0.02% | 480 |
|
|
2025
Q1 | $2.03M | Buy |
11,882
+991
| +9% | +$169K | 0.02% | 474 |
|
|
2024
Q4 | $1.78M | Buy |
10,891
+369
| +4% | +$60.3K | 0.03% | 405 |
|
|
2024
Q3 | $1.83M | Sell |
10,522
-129
| -1% | -$22.5K | 0.03% | 345 |
|
|
2024
Q2 | $1.58M | Buy |
10,651
+8,297
| +352% | +$1.23M | 0.03% | 358 |
|
|
2024
Q1 | $336K | Buy |
+2,354
| New | +$336K | 0.01% | 544 |
|