Wealth Enhancement Advisory Services’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 | $3.54M | Buy |
19,998
+885
| +5% | +$157K | 0.01% | 1058 |
|
2025
Q1 | $3.26M | Buy |
19,113
+10,614
| +125% | +$1.81M | 0.01% | 1004 |
|
2024
Q4 | $1.39M | Buy |
8,499
+2,577
| +44% | +$421K | ﹤0.01% | 1360 |
|
2024
Q3 | $1.03M | Buy |
5,922
+1,020
| +21% | +$178K | ﹤0.01% | 1366 |
|
2024
Q2 | $725K | Buy |
4,902
+1,033
| +27% | +$153K | ﹤0.01% | 1429 |
|
2024
Q1 | $552K | Buy |
3,869
+87
| +2% | +$12.4K | ﹤0.01% | 1523 |
|
2023
Q4 | $518K | Sell |
3,782
-947
| -20% | -$130K | ﹤0.01% | 1478 |
|
2023
Q3 | $603K | Buy |
+4,729
| New | +$603K | ﹤0.01% | 1329 |
|