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
2026 Q1	$868K	Hold	4,382	–	–	0.02%	249
2025 Q4	$811K	Hold	4,382	–	–	0.02%	248
2025 Q3	$830K	Hold	4,382	–	–	0.02%	226
2025 Q2	$773K	Hold	4,382	–	–	0.02%	222
2025 Q1	$748K	Hold	4,382	–	–	0.02%	218
2024 Q4	$716K	Sell	4,382 -357	-8%	-$61.1K	0.02%	222
2024 Q3	$825K	Buy	4,739 +357	+8%	+$57.4K	0.02%	212
2024 Q2	$648K	Sell	4,382 -1,500	-26%	-$224K	0.02%	231
2024 Q1	$839K	Buy	+5,882	New	+$795K	0.02%	216
2023 Q4	–	Sell	-1,033	Closed	-$132K	–	464
2023 Q3	$132K	Hold	1,033	–	–	0.01%	369
2023 Q2	$147K	Hold	1,033	–	–	0.01%	293
2023 Q1	$152K	Hold	1,033	–	–	0.01%	267
2022 Q4	$158K	Hold	1,033	–	–	0.01%	271
2022 Q3	$147K	Hold	1,033	–	–	0.01%	246
2022 Q2	$157K	Hold	1,033	–	–	0.01%	261
2022 Q1	$167K	Hold	1,033	–	–	0.01%	296
2021 Q4	$162K	Hold	1,033	–	–	0.01%	287
2021 Q3	$144K	Hold	1,033	–	–	0.01%	261
2021 Q2	$143K	Hold	1,033	–	–	0.01%	274
2021 Q1	$145K	Hold	1,033	–	–	0.01%	255
2020 Q4	$142K	Hold	1,033	–	–	0.01%	243
2020 Q3	$133K	Buy	+1,033	New	+$134K	0.01%	244