Conrad Siegel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Sell |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $595K | Hold |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $612K | Buy |
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