White Lighthouse Investment 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 | $3.48M | Buy |
19,705
+12,343
| +168% | +$2.18M | 0.57% | 34 |
|
|
2025
Q1 | $1.26M | Buy |
7,362
+2,724
| +59% | +$465K | 0.22% | 60 |
|
|
2024
Q4 | $758K | Buy |
4,638
+307
| +7% | +$50.2K | 0.13% | 73 |
|
|
2024
Q3 | $754K | Buy |
4,331
+1,432
| +49% | +$249K | 0.14% | 75 |
|
|
2024
Q2 | $429K | Buy |
2,899
+255
| +10% | +$37.7K | 0.08% | 89 |
|
|
2024
Q1 | $377K | Sell |
2,644
-31
| -1% | -$4.42K | 0.08% | 91 |
|
|
2023
Q4 | $367K | Sell |
2,675
-153
| -5% | -$21K | 0.08% | 93 |
|
|
2023
Q3 | $361K | Sell |
2,828
-345
| -11% | -$44K | 0.09% | 93 |
|
|
2023
Q2 | $451K | Sell |
3,173
-310
| -9% | -$44.1K | 0.11% | 83 |
|
|
2023
Q1 | $514K | Buy |
3,483
+35
| +1% | +$5.16K | 0.13% | 80 |
|
|
2022
Q4 | $529K | Buy |
3,448
+524
| +18% | +$80.4K | 0.14% | 78 |
|
|
2022
Q3 | $416K | Buy |
2,924
+762
| +35% | +$108K | 0.12% | 79 |
|
|
2022
Q2 | $329K | Sell |
2,162
-2
| -0.1% | -$304 | 0.09% | 88 |
|
|
2022
Q1 | $350K | Buy |
2,164
+40
| +2% | +$6.47K | 0.09% | 88 |
|
|
2021
Q4 | $332K | Buy |
2,124
+158
| +8% | +$24.7K | 0.08% | 91 |
|
|
2021
Q3 | $274K | Buy |
1,966
+193
| +11% | +$26.9K | 0.07% | 95 |
|
|
2021
Q2 | $246K | Buy |
1,773
+31
| +2% | +$4.3K | 0.07% | 107 |
|
|
2021
Q1 | $245K | Buy |
1,742
+107
| +7% | +$15K | 0.08% | 105 |
|
|
2020
Q4 | $224K | Hold |
1,635
| – | – | 0.07% | 110 |
|
|
2020
Q3 | $211K | Buy |
+1,635
| New | +$211K | 0.07% | 110 |
|