Zynergy Retirement Planning’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
1,452
-7
-0.5% -$1.24K 0.17% 23
2025
Q1
$238K Hold
1,459
0.17% 25
2024
Q4
$254K Hold
1,459
0.18% 24
2024
Q3
$254K Hold
1,459
0.18% 24
2024
Q2
$216K Buy
+1,459
New +$216K 0.17% 25