Woodward Diversified 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 | $1.14M | Buy |
6,485
+3,754
| +137% | +$663K | 0.58% | 40 |
|
|
2025
Q1 | $466K | Buy |
2,731
+319
| +13% | +$54.5K | 0.33% | 75 |
|
|
2024
Q4 | $394K | Sell |
2,412
-3,907
| -62% | -$638K | 0.29% | 79 |
|
|
2024
Q3 | $1.1M | Sell |
6,319
-471
| -7% | -$82K | 0.7% | 40 |
|
|
2024
Q2 | $1M | Sell |
6,790
-373
| -5% | -$55.2K | 0.59% | 47 |
|
|
2024
Q1 | $1.02M | Buy |
+7,163
| New | +$1.02M | 0.63% | 45 |
|
|
2022
Q2 | – | Sell |
-7,785
| Closed | -$1.26M | – | 160 |
|
|
2022
Q1 | $1.26M | Buy |
7,785
+2,241
| +40% | +$363K | 0.82% | 33 |
|
|
2021
Q4 | $867K | Buy |
5,544
+329
| +6% | +$51.5K | 0.51% | 53 |
|
|
2021
Q3 | $726K | Sell |
5,215
-324
| -6% | -$45.1K | 0.46% | 67 |
|
|
2021
Q2 | $769K | Buy |
5,539
+22
| +0.4% | +$3.05K | 0.44% | 65 |
|
|
2021
Q1 | $775K | Sell |
5,517
-1,584
| -22% | -$223K | 0.46% | 62 |
|
|
2020
Q4 | $974K | Buy |
+7,101
| New | +$974K | 0.63% | 49 |
|