Clearstead 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 | $332K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $88.8K | Sell |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $92.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Buy |
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