Western Wealth Management’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 | $256K | Sell |
1,453
-102
| -7% | -$18K | 0.02% | 601 |
|
|
2025
Q1 | $266K | Buy |
1,555
+101
| +7% | +$17.3K | 0.02% | 561 |
|
|
2024
Q4 | $238K | Sell |
1,454
-45
| -3% | -$7.35K | 0.02% | 589 |
|
|
2024
Q3 | $261K | Buy |
1,499
+67
| +5% | +$11.7K | 0.01% | 645 |
|
|
2024
Q2 | $212K | Sell |
1,432
-10
| -0.7% | -$1.48K | 0.02% | 616 |
|
|
2024
Q1 | $206K | Sell |
1,442
-57
| -4% | -$8.13K | 0.02% | 620 |
|
|
2023
Q4 | $205K | Sell |
1,499
-1,332
| -47% | -$183K | 0.01% | 655 |
|
|
2023
Q3 | $361K | Sell |
2,831
-1,634
| -37% | -$208K | 0.03% | 460 |
|
|
2023
Q2 | $635K | Buy |
4,465
+120
| +3% | +$17.1K | 0.05% | 328 |
|
|
2023
Q1 | $641K | Buy |
4,345
+717
| +20% | +$106K | 0.06% | 315 |
|
|
2022
Q4 | $556K | Sell |
3,628
-2,794
| -44% | -$429K | 0.06% | 321 |
|
|
2022
Q3 | $913K | Buy |
6,422
+2,340
| +57% | +$333K | 0.05% | 325 |
|
|
2022
Q2 | $622K | Sell |
4,082
-98
| -2% | -$14.9K | 0.04% | 416 |
|
|
2022
Q1 | $676K | Buy |
4,180
+2,465
| +144% | +$399K | 0.03% | 438 |
|
|
2021
Q4 | $268K | Buy |
+1,715
| New | +$268K | 0.03% | 509 |
|