Colony Family Offices’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 | – | Sell |
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|
2025
Q4 | $81.4K | Sell |
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|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $111K | Sell |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $113K | Buy |
|