Wealthspire Advisors (New York)’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 | $2.9M | Sell |
16,430
-40
| -0.2% | -$7.06K | 0.02% | 225 |
|
|
2025
Q1 | $2.81M | Hold |
16,470
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $2.69M | Hold |
16,470
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $2.87M | Sell |
16,470
-406
| -2% | -$70.7K | 0.03% | 196 |
|
|
2024
Q2 | $2.5M | Sell |
16,876
-274
| -2% | -$40.5K | 0.03% | 178 |
|
|
2024
Q1 | $2.45M | Sell |
17,150
-124
| -0.7% | -$17.7K | 0.03% | 173 |
|
|
2023
Q4 | $2.37M | Buy |
17,274
+20
| +0.1% | +$2.74K | 0.03% | 170 |
|
|
2023
Q3 | $2.2M | Sell |
17,254
-109
| -0.6% | -$13.9K | 0.04% | 160 |
|
|
2023
Q2 | $2.47M | Hold |
17,363
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $2.56M | Hold |
17,363
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $2.66M | Sell |
17,363
-62
| -0.4% | -$9.51K | 0.05% | 131 |
|
|
2022
Q3 | $2.48M | Sell |
17,425
-202
| -1% | -$28.7K | 0.05% | 124 |
|
|
2022
Q2 | $2.69M | Buy |
17,627
+14,825
| +529% | +$2.26M | 0.06% | 120 |
|
|
2022
Q1 | $453K | Sell |
2,802
-97
| -3% | -$15.7K | 0.01% | 286 |
|
|
2021
Q4 | $453K | Sell |
2,899
-502
| -15% | -$78.4K | 0.01% | 337 |
|
|
2021
Q3 | $473K | Buy |
+3,401
| New | +$473K | 0.01% | 367 |
|
|
2021
Q2 | – | Sell |
-3,677
| Closed | -$517K | – | 659 |
|
|
2021
Q1 | $517K | Buy |
+3,677
| New | +$517K | 0.01% | 391 |
|