World Equity Group’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
Q1 | – | Sell |
-2,604
| Closed | -$426K | – | 382 |
|
|
2024
Q4 | $426K | Buy |
2,604
+1,302
| +100% | +$213K | 0.09% | 214 |
|
|
2024
Q3 | $227K | Buy |
+1,302
| New | +$227K | 0.08% | 230 |
|
|
2024
Q1 | – | Sell |
-1,961
| Closed | -$269K | – | 368 |
|
|
2023
Q4 | $269K | Sell |
1,961
-167
| -8% | -$22.9K | 0.05% | 269 |
|
|
2023
Q3 | $271K | Buy |
2,128
+41
| +2% | +$5.23K | 0.06% | 276 |
|
|
2023
Q2 | $297K | Buy |
+2,087
| New | +$297K | 0.09% | 247 |
|
|
2023
Q1 | – | Sell |
-2,397
| Closed | -$368K | – | 588 |
|
|
2022
Q4 | $368K | Sell |
2,397
-83
| -3% | -$12.7K | 0.09% | 223 |
|
|
2022
Q3 | $353K | Sell |
2,480
-52
| -2% | -$7.4K | 0.09% | 213 |
|
|
2022
Q2 | $386K | Sell |
2,532
-43
| -2% | -$6.55K | 0.1% | 218 |
|
|
2022
Q1 | $417K | Buy |
+2,575
| New | +$417K | 0.09% | 231 |
|