Wealth Effects’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
2025
Q3
$493K Hold
2025
Q2
$460K Buy
2025
Q1
$411K Hold
2024
Q4
$393K Hold
2024
Q3
$418K Hold
2024
Q2
$356K Sell
2024
Q1
$410K Hold
2023
Q4
$394K Hold
2023
Q3
$367K Hold
2023
Q2
$409K Hold
2023
Q1
$424K Buy
2022
Q4
$441K Buy
2022
Q3
$405K Hold
2022
Q2
$434K Hold
2022
Q1
$460K Hold
2021
Q4
$445K Buy