Calton & Associates’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 | $1.2M | Buy |
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|
2025
Q1 | $732K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $5.87M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $370K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $184K | Buy |
|