Bartlett & Co Wealth Management’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 | $759K | Sell |
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|
2025
Q2 | $711K | Sell |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $655K | Hold |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $582K | Hold |
|
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|
2024
Q1 | $556K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $576K | Hold |
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|
2022
Q4 | $598K | Hold |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $614K | Hold |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $541K | Hold |
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|
2021
Q1 | $548K | Hold |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $571K | Buy |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $516K | Hold |
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|
2019
Q1 | $503K | Hold |
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|
2018
Q4 | $457K | Hold |
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|
2018
Q3 | $458K | Hold |
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|
2018
Q2 | $454K | Hold |
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|
2018
Q1 | $434K | Buy |
|