Castle Rock 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 | $1.91M | Buy |
|
|||||
|
2025
Q2 | $1.63M | Sell |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $1.69M | Sell |
|
|||||
|
2024
Q3 | $1.85M | Sell |
|
|||||
|
2024
Q2 | $1.69M | Buy |
|
|||||
|
2024
Q1 | $1.38M | Sell |
|
|||||
|
2023
Q4 | $1.38M | Sell |
|
|||||
|
2023
Q3 | $1.28M | Buy |
|
|||||
|
2023
Q2 | $1.49M | Sell |
|
|||||
|
2023
Q1 | $1.57M | Sell |
|
|||||
|
2022
Q4 | $1.67M | Sell |
|
|||||
|
2022
Q3 | $1.54M | Buy |
|
|||||
|
2022
Q2 | $1.64M | Sell |
|
|||||
|
2022
Q1 | $1.8M | Sell |
|
|||||
|
2021
Q4 | $1.67M | Sell |
|
|||||
|
2021
Q3 | $1.65M | Buy |
|
|||||
|
2021
Q2 | $1.64M | Sell |
|
|||||
|
2021
Q1 | $2.06M | Sell |
|
|||||
|
2020
Q4 | $4.71M | Buy |
|
|||||
|
2020
Q3 | $1.39M | Sell |
|
|||||
|
2020
Q2 | $3.95M | Buy |
|
|||||
|
2020
Q1 | $555K | Sell |
|
|||||
|
2019
Q4 | $835K | Buy |
|
|||||
|
2019
Q3 | $725K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $200K | Sell |
|
|||||
|
2018
Q2 | $225K | Buy |
|