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
Q4 | $461K | Sell |
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|
2025
Q3 | $472K | Sell |
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|
2025
Q2 | $555K | Hold |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $705K | Buy |
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