Almanack Investment Partners’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 Q3	–	Sell	-2,723	Closed	-$481K	–	244
2025 Q2	$481K	Hold	2,723	–	–	0.08%	123
2025 Q1	$465K	Buy	+2,723	New	+$460K	0.09%	94
2021 Q1	–	Sell	-1,823	Closed	-$250K	–	472
2020 Q4	$250K	Sell	1,823 -125	-6%	-$17.2K	0.03%	313
2020 Q3	$282K	Sell	1,948 -4,865	-71%	-$629K	0.03%	305
2020 Q2	$843K	Sell	6,813 -11,939	-64%	-$1.51M	0.15%	75
2020 Q1	$2.29M	Buy	18,752 +10,325	+123%	+$1.45M	0.49%	35
2019 Q4	$1.2M	Sell	8,427 -31,544	-79%	-$4.44M	0.23%	60
2019 Q3	$5.78M	Buy	39,971 +2,106	+6%	+$289K	1.12%	28
2019 Q2	$5.03M	Buy	37,865 +7,747	+26%	+$1.01M	1.16%	23
2019 Q1	$3.9M	Sell	30,118 -375	-1%	-$46.5K	1.1%	21
2018 Q4	$3.59M	Sell	30,493 -19,827	-39%	-$2.4M	1.06%	24
2018 Q3	$6.16M	Buy	+50,320	New	+$5.97M	1.62%	21