Ancora 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 | $570K | Hold |
3,229
| – | – | 0.01% | 502 |
|
2025
Q1 | $552K | Hold |
3,229
| – | – | 0.01% | 489 |
|
2024
Q4 | $528K | Hold |
3,229
| – | – | 0.01% | 499 |
|
2024
Q3 | $562K | Buy |
3,229
+25
| +0.8% | +$4.35K | 0.01% | 473 |
|
2024
Q2 | $474K | Sell |
3,204
-19
| -0.6% | -$2.81K | 0.01% | 498 |
|
2024
Q1 | $460K | Hold |
3,223
| – | – | 0.01% | 510 |
|
2023
Q4 | $442K | Hold |
3,223
| – | – | 0.01% | 507 |
|
2023
Q3 | $411K | Sell |
3,223
-30
| -0.9% | -$3.83K | 0.01% | 494 |
|
2023
Q2 | $462K | Hold |
3,253
| – | – | 0.01% | 472 |
|
2023
Q1 | $480K | Sell |
3,253
-5
| -0.2% | -$738 | 0.01% | 473 |
|
2022
Q4 | $500K | Hold |
3,258
| – | – | 0.01% | 475 |
|
2022
Q3 | $463K | Buy |
3,258
+5
| +0.2% | +$711 | 0.01% | 498 |
|
2022
Q2 | $496K | Hold |
3,253
| – | – | 0.01% | 503 |
|
2022
Q1 | $526K | Hold |
3,253
| – | – | 0.01% | 525 |
|
2021
Q4 | $509K | Hold |
3,253
| – | – | 0.01% | 546 |
|
2021
Q3 | $453K | Sell |
3,253
-20
| -0.6% | -$2.79K | 0.01% | 560 |
|
2021
Q2 | $454K | Sell |
3,273
-121
| -4% | -$16.8K | 0.01% | 563 |
|
2021
Q1 | $477K | Sell |
3,394
-55
| -2% | -$7.73K | 0.01% | 528 |
|
2020
Q4 | $473K | Sell |
3,449
-125
| -3% | -$17.1K | 0.02% | 465 |
|
2020
Q3 | $461K | Hold |
3,574
| – | – | 0.02% | 436 |
|
2020
Q2 | $442K | Hold |
3,574
| – | – | 0.02% | 434 |
|
2020
Q1 | $436K | Hold |
3,574
| – | – | 0.02% | 482 |
|
2019
Q4 | $511K | Sell |
3,574
-25
| -0.7% | -$3.57K | 0.02% | 489 |
|
2019
Q3 | $517K | Sell |
3,599
-20
| -0.6% | -$2.87K | 0.02% | 445 |
|
2019
Q2 | $481K | Hold |
3,619
| – | – | 0.02% | 427 |
|
2019
Q1 | $469K | Hold |
3,619
| – | – | 0.02% | 433 |
|
2018
Q4 | $426K | Sell |
3,619
-2
| -0.1% | -$235 | 0.02% | 438 |
|
2018
Q3 | $427K | Buy |
3,621
+1
| +0% | +$118 | 0.02% | 518 |
|
2018
Q2 | $420K | Sell |
3,620
-50
| -1% | -$5.8K | 0.02% | 515 |
|
2018
Q1 | $410K | Sell |
3,670
-200
| -5% | -$22.3K | 0.02% | 507 |
|
2017
Q4 | $451K | Hold |
3,870
| – | – | 0.02% | 456 |
|
2017
Q3 | $452K | Buy |
3,870
+1,005
| +35% | +$117K | 0.03% | 479 |
|
2017
Q2 | $327K | Sell |
2,865
-89
| -3% | -$10.2K | 0.02% | 504 |
|
2017
Q1 | $333K | Hold |
2,954
| – | – | 0.02% | 494 |
|
2016
Q4 | $316K | Sell |
2,954
-199
| -6% | -$21.3K | 0.02% | 481 |
|
2016
Q3 | $337K | Buy |
3,153
+1
| +0% | +$107 | 0.03% | 397 |
|
2016
Q2 | $361K | Hold |
3,152
| – | – | 0.04% | 366 |
|
2016
Q1 | $339K | Buy |
3,152
+1
| +0% | +$108 | 0.04% | 366 |
|
2015
Q4 | $296K | Buy |
3,151
+202
| +7% | +$19K | 0.04% | 383 |
|
2015
Q3 | $274K | Sell |
2,949
-100
| -3% | -$9.29K | 0.04% | 396 |
|
2015
Q2 | $274K | Buy |
+3,049
| New | +$274K | 0.03% | 418 |
|
2015
Q1 | – | Sell |
-3,098
| Closed | -$317K | – | 398 |
|
2014
Q4 | $317K | Buy |
3,098
+1
| +0% | +$102 | 0.04% | 382 |
|
2014
Q3 | $283K | Hold |
3,097
| – | – | 0.04% | 376 |
|
2014
Q2 | $299K | Buy |
3,097
+1
| +0% | +$97 | 0.04% | 387 |
|
2014
Q1 | $280K | Buy |
3,096
+1
| +0% | +$90 | 0.04% | 366 |
|
2013
Q4 | $258K | Sell |
3,095
-39
| -1% | -$3.25K | 0.04% | 351 |
|
2013
Q3 | $256K | Buy |
3,134
+40
| +1% | +$3.27K | 0.04% | 334 |
|
2013
Q2 | $254K | Buy |
+3,094
| New | +$254K | 0.04% | 340 |
|