Wealth Effects’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 | $460K | Buy |
2,604
+200
| +8% | +$35.3K | 0.17% | 109 |
|
|
2025
Q1 | $411K | Hold |
2,404
| – | – | 0.17% | 112 |
|
|
2024
Q4 | $393K | Hold |
2,404
| – | – | 0.14% | 131 |
|
|
2024
Q3 | $418K | Hold |
2,404
| – | – | 0.15% | 125 |
|
|
2024
Q2 | $356K | Sell |
2,404
-473
| -16% | -$70K | 0.13% | 130 |
|
|
2024
Q1 | $410K | Hold |
2,877
| – | – | 0.15% | 124 |
|
|
2023
Q4 | $394K | Hold |
2,877
| – | – | 0.15% | 130 |
|
|
2023
Q3 | $367K | Hold |
2,877
| – | – | 0.18% | 114 |
|
|
2023
Q2 | $409K | Hold |
2,877
| – | – | 0.18% | 115 |
|
|
2023
Q1 | $424K | Buy |
2,877
+1
| +0% | +$148 | 0.22% | 106 |
|
|
2022
Q4 | $441K | Buy |
2,876
+31
| +1% | +$4.76K | 0.25% | 95 |
|
|
2022
Q3 | $405K | Hold |
2,845
| – | – | 0.25% | 93 |
|
|
2022
Q2 | $434K | Hold |
2,845
| – | – | 0.26% | 91 |
|
|
2022
Q1 | $460K | Hold |
2,845
| – | – | 0.21% | 96 |
|
|
2021
Q4 | $445K | Buy |
+2,845
| New | +$445K | 0.18% | 110 |
|