Wealthcare Advisory Partners’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 | $584K | Buy |
3,309
+1,476
| +81% | +$261K | 0.01% | 606 |
|
|
2025
Q1 | $313K | Buy |
1,833
+255
| +16% | +$43.6K | 0.01% | 732 |
|
|
2024
Q4 | $258K | Sell |
1,578
-412
| -21% | -$67.3K | 0.01% | 763 |
|
|
2024
Q3 | $346K | Sell |
1,990
-165
| -8% | -$28.7K | 0.01% | 669 |
|
|
2024
Q2 | $319K | Sell |
2,155
-617
| -22% | -$91.2K | 0.01% | 652 |
|
|
2024
Q1 | $395K | Buy |
2,772
+291
| +12% | +$41.5K | 0.01% | 593 |
|
|
2023
Q4 | $340K | Sell |
2,481
-45
| -2% | -$6.17K | 0.01% | 574 |
|
|
2023
Q3 | $322K | Sell |
2,526
-373
| -13% | -$47.6K | 0.01% | 533 |
|
|
2023
Q2 | $412K | Sell |
2,899
-390
| -12% | -$55.4K | 0.02% | 488 |
|
|
2023
Q1 | $485K | Sell |
3,289
-49
| -1% | -$7.23K | 0.02% | 464 |
|
|
2022
Q4 | $512K | Buy |
3,338
+55
| +2% | +$8.44K | 0.02% | 416 |
|
|
2022
Q3 | $467K | Buy |
3,283
+623
| +23% | +$88.6K | 0.03% | 377 |
|
|
2022
Q2 | $405K | Sell |
2,660
-32
| -1% | -$4.87K | 0.02% | 371 |
|
|
2022
Q1 | $436K | Sell |
2,692
-1,092
| -29% | -$177K | 0.03% | 335 |
|
|
2021
Q4 | $592K | Buy |
3,784
+2,140
| +130% | +$335K | 0.04% | 287 |
|
|
2021
Q3 | $229K | Buy |
+1,644
| New | +$229K | 0.02% | 490 |
|
|
2021
Q2 | – | Sell |
-1,193
| Closed | -$168K | – | 1840 |
|
|
2021
Q1 | $168K | Buy |
+1,193
| New | +$168K | 0.01% | 522 |
|
|
2020
Q2 | – | Sell |
-1,138
| Closed | -$139K | – | 1330 |
|
|
2020
Q1 | $139K | Sell |
1,138
-201
| -15% | -$24.6K | 0.02% | 322 |
|
|
2019
Q4 | $191K | Buy |
1,339
+8
| +0.6% | +$1.14K | 0.02% | 306 |
|
|
2019
Q3 | $191K | Buy |
1,331
+54
| +4% | +$7.75K | 0.03% | 283 |
|
|
2019
Q2 | $170K | Buy |
1,277
+120
| +10% | +$16K | 0.03% | 290 |
|
|
2019
Q1 | $150K | Sell |
1,157
-65
| -5% | -$8.43K | 0.03% | 275 |
|
|
2018
Q4 | $144K | Buy |
1,222
+82
| +7% | +$9.66K | 0.03% | 255 |
|
|
2018
Q3 | $134K | Hold |
1,140
| – | – | 0.02% | 285 |
|
|
2018
Q2 | $132K | Buy |
1,140
+850
| +293% | +$98.4K | 0.03% | 281 |
|
|
2018
Q1 | $32K | Hold |
290
| – | – | 0.01% | 485 |
|
|
2017
Q4 | $34K | Sell |
290
-40
| -12% | -$4.69K | 0.01% | 438 |
|
|
2017
Q3 | $39K | Buy |
+330
| New | +$39K | 0.01% | 340 |
|