Capital Advisors Ltd’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 | $178K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $161K | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $95K | Hold |
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|
2023
Q4 | $91K | Hold |
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|
2023
Q3 | $85K | Hold |
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|
2023
Q2 | $95K | Hold |
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|
2023
Q1 | $98K | Hold |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $104K | Sell |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $122K | Hold |
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|
2020
Q4 | $120K | Hold |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $106K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $142K | Hold |
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|
2018
Q2 | $140K | Hold |
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|
2018
Q1 | $135K | Hold |
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|
2017
Q4 | $141K | Hold |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $138K | Hold |
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|
2017
Q1 | $136K | Buy |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $109K | Hold |
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|
2016
Q2 | $117K | Hold |
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|
2016
Q1 | $110K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $95K | Hold |
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|
2015
Q2 | $92K | Hold |
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|
2015
Q1 | $99K | Hold |
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|
2014
Q4 | $104K | Hold |
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|
2014
Q3 | $93K | Hold |
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|
2014
Q2 | $99K | Hold |
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|
2014
Q1 | $92K | Hold |
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|
2013
Q4 | $85K | Buy |
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