AIA
Allied Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5M | Buy |
138,765
+1,671
| +1% | +$295K | 4.28% | 4 |
|
|
2025
Q1 | $23.4M | Buy |
137,094
+5,811
| +4% | +$993K | 4.44% | 4 |
|
|
2024
Q4 | $21.5M | Sell |
131,283
-966
| -0.7% | -$158K | 4.32% | 4 |
|
|
2024
Q3 | $23M | Buy |
132,249
+1,324
| +1% | +$230K | 4.56% | 4 |
|
|
2024
Q2 | $19.4M | Buy |
130,925
+4,018
| +3% | +$594K | 4.54% | 3 |
|
|
2024
Q1 | $18.1M | Buy |
126,907
+10,099
| +9% | +$1.44M | 4.37% | 3 |
|
|
2023
Q4 | $16M | Buy |
116,808
+12,490
| +12% | +$1.71M | 4.36% | 3 |
|
|
2023
Q3 | $13.3M | Buy |
+104,318
| New | +$13.3M | 3.98% | 4 |
|