Choate Investment Advisors’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 | $773K | Hold |
4,382
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $748K | Hold |
4,382
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $716K | Sell |
4,382
-357
| -8% | -$58.3K | 0.02% | 222 |
|
|
2024
Q3 | $825K | Buy |
4,739
+357
| +8% | +$62.1K | 0.02% | 212 |
|
|
2024
Q2 | $648K | Sell |
4,382
-1,500
| -26% | -$222K | 0.02% | 231 |
|
|
2024
Q1 | $839K | Buy |
+5,882
| New | +$839K | 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 | +$133K | 0.01% | 244 |
|