WP
VPU

WealthPLAN Partners’s Vanguard Utilities ETF VPU Stock Holding History

WealthPLAN Partners’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49
Closed -$6.97K – 1156
2023
Q2 		$6.97K Hold
49
– – ﹤0.01% 854
2023
Q1 		$7.23K Buy
+49
New +$7.25K ﹤0.01% 935
2016
Q3 		$17.6K Sell
170
-241
-59% -$26.7K 0.01% 507
2016
Q2 		$19.5K Buy
+411
New +$44.1K ﹤0.01% 1418
2015
Q4 		$20.7K Buy
+660
New +$61.8K ﹤0.01% 900
2015
Q2 		$20K Hold
220
– – 0.01% 255
2015
Q1 		$21K Buy
+220
New +$22.1K 0.01% 315

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