Acorn Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | $206K | Buy |
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