WBH Advisory’s Vanguard Utilities ETF VPU Stock Holding History

WBH Advisory’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Sell	13,892 -248	-2%	-$43.8K	0.21%	84
2025 Q1	$2.42M	Sell	14,140 -196	-1%	-$33.5K	0.23%	76
2024 Q4	$2.34M	Sell	14,336 -73	-0.5%	-$11.9K	0.22%	78
2024 Q3	$2.51M	Sell	14,409 -133	-0.9%	-$23.1K	0.24%	76
2024 Q2	$2.15M	Buy	14,542 +129	+0.9%	+$19.1K	0.22%	82
2024 Q1	$2.06M	Sell	14,413 -617	-4%	-$88K	0.21%	88
2023 Q4	$2.06M	Sell	15,030 -1,686	-10%	-$231K	0.23%	82
2023 Q3	$2.13M	Sell	16,716 -785	-4%	-$100K	0.26%	78
2023 Q2	$2.49M	Sell	17,501 -263	-1%	-$37.4K	0.29%	73
2023 Q1	$2.62M	Buy	+17,764	New	+$2.62M	0.33%	73
2022 Q3	$2.34M	Sell	16,480 -299	-2%	-$42.5K	0.34%	69
2022 Q2	$2.56M	Sell	16,779 -428	-2%	-$65.3K	0.34%	68
2022 Q1	$2.74M	Sell	17,207 -270	-2%	-$43K	0.34%	70
2021 Q4	$2.73M	Sell	17,477 -155	-0.9%	-$24.2K	0.31%	74
2021 Q3	$2.45M	Sell	17,632 -34	-0.2%	-$4.73K	0.33%	66
2021 Q2	$2.54M	Sell	17,666 -25	-0.1%	-$3.59K	0.37%	58
2021 Q1	$2.49M	Sell	17,691 -503	-3%	-$70.7K	0.4%	59
2020 Q4	$2.52M	Sell	18,194 -1,215	-6%	-$168K	0.43%	52
2020 Q3	$2.51M	Buy	19,409 +1,178	+6%	+$152K	0.51%	45
2020 Q2	$2.25M	Sell	18,231 -1,716	-9%	-$212K	0.55%	46
2020 Q1	$2.43K	Sell	19,947 -128	-0.6%	-$16	0.57%	38
2019 Q4	$2.87M	Sell	20,075 -290	-1%	-$41.4K	0.59%	39
2019 Q3	$2.93M	Sell	20,365 -121	-0.6%	-$17.4K	0.66%	35
2019 Q2	$2.72M	Sell	20,486 -253	-1%	-$33.6K	0.63%	36
2019 Q1	$2.69M	Sell	20,739 -27	-0.1%	-$3.5K	0.64%	38
2018 Q4	$2.45K	Sell	20,766 -78	-0.4%	-$9	0.59%	38
2018 Q3	$2.46M	Sell	20,844 -132	-0.6%	-$15.6K	0.6%	37
2018 Q2	$2.43M	Sell	20,976 -704	-3%	-$81.6K	0.63%	36
2018 Q1	$2.42M	Buy	21,680 +453	+2%	+$50.6K	0.66%	34
2017 Q4	$2.48M	Sell	21,227 -763	-3%	-$89.1K	0.66%	38
2017 Q3	$2.57M	Sell	21,990 -539	-2%	-$62.9K	0.72%	31
2017 Q2	$2.57M	Sell	22,529 -443	-2%	-$50.6K	0.72%	34
2017 Q1	$2.59M	Buy	22,972 +831	+4%	+$93.6K	0.77%	33
2016 Q4	$2.37M	Sell	22,141 -25	-0.1%	-$2.68K	0.79%	32
2016 Q3	$2.37M	Sell	22,166 -178	-0.8%	-$19K	0.81%	29
2016 Q2	$2.56M	Sell	22,344 -440	-2%	-$50.4K	1%	20
2016 Q1	$2.45M	Sell	22,784 -603	-3%	-$64.8K	0.82%	20
2015 Q4	$2.2K	Sell	23,387 -1,239	-5%	-$116	0.77%	24
2015 Q3	$2.29M	Buy	24,626 +1,903	+8%	+$177K	0.95%	20
2015 Q2	$2.04M	Sell	22,723 -16	-0.1%	-$1.44K	0.8%	29
2015 Q1	$2.2K	Sell	22,739 -3,413	-13%	-$331	0.62%	27
2014 Q4	$2.68M	Sell	26,152 -313	-1%	-$32K	1.01%	20
2014 Q3	$2.42M	Buy	26,465 +8,236	+45%	+$752K	0.85%	21
2014 Q2	$1.76M	Buy	18,229 +3,108	+21%	+$300K	0.67%	33
2014 Q1	$1.37M	Buy	15,121 +11,801	+355%	+$1.07M	0.54%	42
2013 Q4	$276K	Buy	+3,320	New	+$276K	0.11%	167