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 |  |