World Investment Advisors’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 | $1.09M | Buy |
6,174
+2,607
| +73% | +$460K | 0.02% | 504 |
|
|
2025
Q1 | $609K | Buy |
3,567
+1,482
| +71% | +$253K | 0.02% | 634 |
|
|
2024
Q4 | $341K | Sell |
2,085
-93
| -4% | -$15.2K | 0.01% | 774 |
|
|
2024
Q3 | $379K | Buy |
+2,178
| New | +$379K | 0.01% | 661 |
|
|
2022
Q2 | – | Sell |
-1,277
| Closed | -$207K | – | 291 |
|
|
2022
Q1 | $207K | Buy |
+1,277
| New | +$207K | 0.04% | 252 |
|
|
2021
Q3 | – | Sell |
-1,558
| Closed | -$216K | – | 268 |
|
|
2021
Q2 | $216K | Sell |
1,558
-10
| -0.6% | -$1.39K | 0.05% | 229 |
|
|
2021
Q1 | $225K | Sell |
1,568
-31
| -2% | -$4.45K | 0.05% | 207 |
|
|
2020
Q4 | $220K | Sell |
1,599
-9
| -0.6% | -$1.24K | 0.06% | 209 |
|
|
2020
Q3 | $208K | Hold |
1,608
| – | – | 0.07% | 155 |
|
|
2020
Q2 | $215K | Sell |
1,608
-110
| -6% | -$14.7K | 0.08% | 152 |
|
|
2020
Q1 | $210K | Sell |
1,718
-316
| -16% | -$38.6K | 0.1% | 121 |
|
|
2019
Q4 | $291K | Buy |
2,034
+1
| +0% | +$143 | 0.11% | 110 |
|
|
2019
Q3 | $294K | Hold |
2,033
| – | – | 0.13% | 102 |
|
|
2019
Q2 | $270K | Buy |
+2,033
| New | +$270K | 0.12% | 102 |
|