Wedmont Private Capital’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 | $212K | Buy |
+1,199
| New | +$212K | 0.01% | 705 |
|
|
2024
Q4 | – | Sell |
-2,498
| Closed | -$427K | – | 734 |
|
|
2024
Q3 | $427K | Buy |
+2,498
| New | +$427K | 0.02% | 408 |
|
|
2024
Q1 | – | Sell |
-6,825
| Closed | -$958K | – | 627 |
|
|
2023
Q4 | $958K | Hold |
6,825
| – | – | 0.08% | 173 |
|
|
2023
Q3 | $854K | Sell |
6,825
-932
| -12% | -$117K | 0.09% | 154 |
|
|
2023
Q2 | $1.13M | Buy |
7,757
+787
| +11% | +$114K | 0.12% | 111 |
|
|
2023
Q1 | $1.06M | Sell |
6,970
-2
| -0% | -$303 | 0.14% | 103 |
|
|
2022
Q4 | $1.08M | Sell |
6,972
-86
| -1% | -$13.3K | 0.16% | 91 |
|
|
2022
Q3 | $1M | Hold |
7,058
| – | – | 0.2% | 80 |
|
|
2022
Q2 | $1.08M | Sell |
7,058
-395
| -5% | -$60.2K | 0.23% | 71 |
|
|
2022
Q1 | $1.21M | Buy |
7,453
+2,085
| +39% | +$339K | 0.27% | 61 |
|
|
2021
Q4 | $819K | Buy |
+5,368
| New | +$819K | 0.25% | 69 |
|