Choate Investment Advisors’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 | $773K | Hold |
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|
2025
Q1 | $748K | Hold |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $839K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $162K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $142K | Hold |
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|
2020
Q3 | $133K | Buy |
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