Congress Wealth Management’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 | $9.3M | Buy |
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|
2025
Q1 | $7.12M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $4.16M | Sell |
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|
2023
Q1 | $4.83M | Sell |
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|
2022
Q4 | $6.2M | Sell |
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|
2022
Q3 | $6.48M | Sell |
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|
2022
Q2 | $7.31M | Sell |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $7.28M | Buy |
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