Bigelow Investment Advisors’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
Q2 | $2.25M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $565K | Sell |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $663K | Buy |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $351K | Buy |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $410K | Sell |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $424K | Buy |
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