WBH Advisory’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 | $2.38M | Sell |
11,979
-1,591
| -12% | -$309K | 0.18% | 104 |
|
|
2025
Q4 | $2.51M | Sell |
13,570
-191
| -1% | -$36.7K | 0.19% | 95 |
|
|
2025
Q3 | $2.61M | Sell |
13,761
-131
| -0.9% | -$24K | 0.2% | 88 |
|
|
2025
Q2 | $2.45M | Sell |
13,892
-248
| -2% | -$42.8K | 0.21% | 84 |
|
|
2025
Q1 | $2.42M | Sell |
14,140
-196
| -1% | -$33.1K | 0.23% | 76 |
|
|
2024
Q4 | $2.34M | Sell |
14,336
-73
| -0.5% | -$12.5K | 0.22% | 78 |
|
|
2024
Q3 | $2.51M | Sell |
14,409
-133
| -0.9% | -$21.4K | 0.24% | 76 |
|
|
2024
Q2 | $2.15M | Buy |
14,542
+129
| +0.9% | +$19.2K | 0.22% | 82 |
|
|
2024
Q1 | $2.06M | Sell |
14,413
-617
| -4% | -$83.4K | 0.21% | 88 |
|
|
2023
Q4 | $2.06M | Sell |
15,030
-1,686
| -10% | -$223K | 0.23% | 82 |
|
|
2023
Q3 | $2.13M | Sell |
16,716
-785
| -4% | -$110K | 0.26% | 78 |
|
|
2023
Q2 | $2.49M | Sell |
17,501
-263
| -1% | -$38.5K | 0.29% | 73 |
|
|
2023
Q1 | $2.62M | Buy |
+17,764
| New | +$2.63M | 0.33% | 73 |
|
|
2022
Q3 | $2.34M | Sell |
16,480
-299
| -2% | -$47.7K | 0.34% | 69 |
|
|
2022
Q2 | $2.56M | Sell |
16,779
-428
| -2% | -$67.4K | 0.34% | 68 |
|
|
2022
Q1 | $2.74M | Sell |
17,207
-270
| -2% | -$40.8K | 0.34% | 70 |
|
|
2021
Q4 | $2.73M | Sell |
17,477
-155
| -0.9% | -$22.9K | 0.31% | 74 |
|
|
2021
Q3 | $2.45M | Sell |
17,632
-34
| -0.2% | -$4.96K | 0.33% | 66 |
|
|
2021
Q2 | $2.54M | Sell |
17,666
-25
| -0.1% | -$3.58K | 0.37% | 58 |
|
|
2021
Q1 | $2.49M | Sell |
17,691
-503
| -3% | -$68.5K | 0.4% | 59 |
|
|
2020
Q4 | $2.52M | Sell |
18,194
-1,215
| -6% | -$167K | 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% | -$217K | 0.55% | 46 |
|
|
2020
Q1 | $2.43K | Sell |
19,947
-128
| -0.6% | -$18K | 0.57% | 38 |
|
|
2019
Q4 | $2.87M | Sell |
20,075
-290
| -1% | -$40.8K | 0.59% | 39 |
|
|
2019
Q3 | $2.92M | Sell |
20,365
-121
| -0.6% | -$16.6K | 0.66% | 35 |
|
|
2019
Q2 | $2.72M | Sell |
20,486
-253
| -1% | -$33.1K | 0.63% | 36 |
|
|
2019
Q1 | $2.69M | Sell |
20,739
-27
| -0.1% | -$3.35K | 0.64% | 38 |
|
|
2018
Q4 | $2.45K | Sell |
20,766
-78
| -0.4% | -$9.44K | 0.59% | 38 |
|
|
2018
Q3 | $2.46M | Sell |
20,844
-132
| -0.6% | -$15.7K | 0.6% | 37 |
|
|
2018
Q2 | $2.43M | Sell |
20,976
-704
| -3% | -$79.1K | 0.63% | 36 |
|
|
2018
Q1 | $2.42M | Buy |
21,680
+453
| +2% | +$50K | 0.66% | 34 |
|
|
2017
Q4 | $2.48M | Sell |
21,227
-763
| -3% | -$92.1K | 0.66% | 38 |
|
|
2017
Q3 | $2.57M | Sell |
21,990
-539
| -2% | -$63.7K | 0.72% | 31 |
|
|
2017
Q2 | $2.57M | Sell |
22,529
-443
| -2% | -$51.1K | 0.72% | 34 |
|
|
2017
Q1 | $2.59M | Buy |
22,972
+831
| +4% | +$91.3K | 0.77% | 33 |
|
|
2016
Q4 | $2.37M | Sell |
22,141
-25
| -0.1% | -$2.62K | 0.79% | 32 |
|
|
2016
Q3 | $2.37M | Sell |
22,166
-178
| -0.8% | -$19.7K | 0.81% | 29 |
|
|
2016
Q2 | $2.56M | Sell |
22,344
-440
| -2% | -$47.2K | 1% | 20 |
|
|
2016
Q1 | $2.45M | Sell |
22,784
-603
| -3% | -$60.3K | 0.82% | 20 |
|
|
2015
Q4 | $2.2K | Sell |
23,387
-1,239
| -5% | -$116K | 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% | -$1.52K | 0.8% | 29 |
|
|
2015
Q1 | $2.2K | Sell |
22,739
-3,413
| -13% | -$342K | 0.62% | 27 |
|
|
2014
Q4 | $2.68M | Sell |
26,152
-313
| -1% | -$30.7K | 1.01% | 20 |
|
|
2014
Q3 | $2.42M | Buy |
26,465
+8,236
| +45% | +$762K | 0.85% | 21 |
|
|
2014
Q2 | $1.76M | Buy |
18,229
+3,108
| +21% | +$288K | 0.67% | 33 |
|
|
2014
Q1 | $1.37M | Buy |
15,121
+11,801
| +355% | +$1.02M | 0.54% | 42 |
|
|
2013
Q4 | $276K | Buy |
+3,320
| New | +$278K | 0.11% | 167 |
|
Other funds holding VPU
BCMIO
