Cerity Partners’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
59,549
+2,626
| +5% | +$464K | 0.02% | 511 |
|
|
2025
Q1 | $9.72M | Sell |
56,923
-935
| -2% | -$160K | 0.02% | 490 |
|
|
2024
Q4 | $9.46M | Sell |
57,858
-661
| -1% | -$108K | 0.02% | 496 |
|
|
2024
Q3 | $10.2M | Sell |
58,519
-2,110
| -3% | -$367K | 0.02% | 484 |
|
|
2024
Q2 | $8.97M | Buy |
60,629
+1,109
| +2% | +$164K | 0.02% | 448 |
|
|
2024
Q1 | $8.6M | Sell |
59,520
-2,665
| -4% | -$385K | 0.02% | 497 |
|
|
2023
Q4 | $8.52M | Sell |
62,185
-1,444
| -2% | -$198K | 0.03% | 398 |
|
|
2023
Q3 | $8.12M | Buy |
63,629
+2,936
| +5% | +$374K | 0.04% | 331 |
|
|
2023
Q2 | $8.63M | Buy |
60,693
+8,122
| +15% | +$1.15M | 0.03% | 371 |
|
|
2023
Q1 | $7.76M | Buy |
52,571
+49,194
| +1,457% | +$7.26M | 0.02% | 396 |
|
|
2022
Q4 | $518K | Buy |
+3,377
| New | +$518K | ﹤0.01% | 935 |
|