Cherry Tree 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
Q2
$555K Hold
2025
Q1
$537K Hold
2024
Q4
$514K Hold
2024
Q3
$547K Sell
2024
Q2
$478K Sell
2024
Q1
$484K Sell
2023
Q4
$518K Sell
2023
Q3
$585K Sell
2023
Q2
$705K Buy