Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $204K | Buy |
+1,027
| New | +$200K | 0.01% | 1018 |
|
|
2025
Q4 | – | Sell |
-2,148
| Closed | -$407K | – | 1113 |
|
|
2025
Q3 | $407K | Buy |
2,148
+811
| +61% | +$149K | 0.02% | 692 |
|
|
2025
Q2 | $236K | Sell |
1,337
-842
| -39% | -$145K | 0.01% | 824 |
|
|
2025
Q1 | $372K | Buy |
+2,179
| New | +$368K | 0.02% | 648 |
|
|
2023
Q2 | – | Sell |
-12,386
| Closed | -$1.83M | – | 3322 |
|
|
2023
Q1 | $1.83M | Sell |
12,386
-3,006
| -20% | -$445K | 0.1% | 211 |
|
|
2022
Q4 | $2.36M | Buy |
15,392
+1,529
| +11% | +$227K | 0.14% | 147 |
|
|
2022
Q3 | $1.97M | Buy |
13,863
+2,166
| +19% | +$345K | 0.13% | 163 |
|
|
2022
Q2 | $1.78M | Buy |
11,697
+103
| +0.9% | +$16.2K | 0.12% | 187 |
|
|
2022
Q1 | $1.88M | Buy |
11,594
+1,435
| +14% | +$217K | 0.11% | 187 |
|
|
2021
Q4 | $1.59M | Buy |
10,159
+572
| +6% | +$84.4K | 0.1% | 206 |
|
|
2021
Q3 | $1.33M | Buy |
9,587
+1,388
| +17% | +$203K | 0.09% | 238 |
|
|
2021
Q2 | $1.14M | Buy |
8,199
+724
| +10% | +$104K | 0.08% | 261 |
|
|
2021
Q1 | $1.05M | Sell |
7,475
-799
| -10% | -$109K | 0.09% | 241 |
|
|
2020
Q4 | $1.13M | Buy |
8,274
+181
| +2% | +$25K | 0.1% | 228 |
|
|
2020
Q3 | $1.04M | Sell |
8,093
-927
| -10% | -$120K | 0.12% | 197 |
|
|
2020
Q2 | $1.11M | Sell |
9,020
-301
| -3% | -$38.1K | 0.14% | 150 |
|
|
2020
Q1 | $1.14M | Buy |
9,321
+7,160
| +331% | +$1.01M | 0.2% | 115 |
|
|
2019
Q4 | $309K | Buy |
+2,161
| New | +$304K | 0.04% | 437 |
|
|
2018
Q4 | – | Sell |
-5,474
| Closed | -$645K | – | 641 |
|
|
2018
Q3 | $645K | Buy |
+5,474
| New | +$649K | 0.1% | 199 |
|
|
2018
Q1 | – | Sell |
-5,778
| Closed | -$674K | – | 489 |
|
|
2017
Q4 | $674K | Buy |
+5,778
| New | +$698K | 0.15% | 156 |
|
Other funds holding VPU
BCMIO
