Creative Planning’s Vanguard Utilities ETF VPU Stock Holding History

Creative Planning’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.53M	Buy	32,953 +2,509	+8%	+$488K	﹤0.01%	991
2025 Q4	$5.63M	Buy	30,444 +3,346	+12%	+$642K	﹤0.01%	924
2025 Q3	$5.13M	Buy	27,098 +2,100	+8%	+$385K	﹤0.01%	866
2025 Q2	$4.41M	Sell	24,998 -770	-3%	-$133K	﹤0.01%	826
2025 Q1	$4.4M	Buy	25,768 +183	+0.7%	+$30.9K	﹤0.01%	759
2024 Q4	$4.18M	Buy	25,585 +1,152	+5%	+$197K	﹤0.01%	729
2024 Q3	$4.25M	Sell	24,433 -615	-2%	-$98.9K	﹤0.01%	696
2024 Q2	$3.71M	Buy	25,048 +12,264	+96%	+$1.83M	﹤0.01%	729
2024 Q1	$1.82M	Buy	12,784 +433	+4%	+$58.5K	﹤0.01%	1003
2023 Q4	$1.69M	Sell	12,351 -1,814	-13%	-$239K	﹤0.01%	978
2023 Q3	$1.81M	Buy	14,165 +1,389	+11%	+$194K	﹤0.01%	890
2023 Q2	$1.82M	Sell	12,776 -1,454	-10%	-$213K	﹤0.01%	866
2023 Q1	$2.1M	Sell	14,230 -2,816	-17%	-$417K	﹤0.01%	759
2022 Q4	$2.61M	Buy	17,046 +777	+5%	+$115K	﹤0.01%	666
2022 Q3	$2.31M	Sell	16,269 -209	-1%	-$33.3K	﹤0.01%	653
2022 Q2	$2.51M	Sell	16,478 -1,871	-10%	-$294K	﹤0.01%	644
2022 Q1	$2.97M	Buy	18,349 +1,556	+9%	+$235K	﹤0.01%	602
2021 Q4	$2.63M	Sell	16,793 -704	-4%	-$104K	﹤0.01%	608
2021 Q3	$2.44M	Sell	17,497 -607	-3%	-$88.6K	﹤0.01%	627
2021 Q2	$2.51M	Sell	18,104 -4,901	-21%	-$702K	﹤0.01%	597
2021 Q1	$3.23M	Buy	23,005 +906	+4%	+$123K	0.01%	539
2020 Q4	$3.03M	Sell	22,099 -873	-4%	-$120K	0.01%	513
2020 Q3	$2.97M	Buy	22,972 +4,857	+27%	+$628K	0.01%	436
2020 Q2	$2.24M	Sell	18,115 -455	-2%	-$57.6K	0.01%	462
2020 Q1	$2.26M	Buy	18,570 +7,937	+75%	+$1.12M	0.01%	395
2019 Q4	$1.52M	Sell	10,633 -333	-3%	-$46.8K	﹤0.01%	615
2019 Q3	$1.57M	Buy	10,966 +764	+7%	+$105K	0.01%	570
2019 Q2	$1.36M	Sell	10,202 -677	-6%	-$88.5K	﹤0.01%	637
2019 Q1	$1.41M	Sell	10,879 -1,482	-12%	-$184K	0.01%	596
2018 Q4	$1.46M	Buy	12,361 +1,883	+18%	+$228K	0.01%	514
2018 Q3	$1.24M	Sell	10,478 -96	-0.9%	-$11.4K	﹤0.01%	670
2018 Q2	$1.23M	Sell	10,574 -523	-5%	-$58.7K	﹤0.01%	640
2018 Q1	$1.24M	Buy	11,097 +970	+10%	+$107K	0.01%	625
2017 Q4	$1.18M	Buy	10,127 +127	+1%	+$15.3K	0.01%	642
2017 Q3	$1.17M	Sell	10,000 -440	-4%	-$52K	0.01%	645
2017 Q2	$1.19M	Buy	10,440 +28	+0.3%	+$3.23K	0.01%	607
2017 Q1	$1.17M	Sell	10,412 -2,718	-21%	-$299K	0.01%	610
2016 Q4	$1.41M	Buy	13,130 +3,723	+40%	+$390K	0.01%	504
2016 Q3	$1.01M	Sell	9,407 -754	-7%	-$83.5K	0.01%	586
2016 Q2	$1.16M	Buy	10,161 +1,304	+15%	+$140K	0.01%	477
2016 Q1	$952K	Sell	8,857 -367	-4%	-$36.7K	0.01%	524
2015 Q4	$866K	Buy	9,224 +482	+6%	+$45.2K	0.01%	551
2015 Q3	$813K	Buy	+8,742	New	+$812K	0.01%	542
2015 Q2	–	Sell	-8,892	Closed	-$861K	–	2985
2015 Q1	$861K	Buy	8,892 +3,342	+60%	+$335K	0.01%	517
2014 Q4	$568K	Buy	5,550 +122	+2%	+$12K	0.01%	646
2014 Q3	$496K	Sell	5,428 -56	-1%	-$5.18K	0.01%	657
2014 Q2	$530K	Buy	5,484 +410	+8%	+$38K	0.01%	628
2014 Q1	$459K	Buy	5,074 +631	+14%	+$54.4K	0.01%	660
2013 Q4	$370K	Buy	4,443 +1,359	+44%	+$114K	0.01%	609
2013 Q3	$252K	Buy	3,084 +100	+3%	+$8.32K	0.01%	672
2013 Q2	$245K	Buy	+2,984	New	+$254K	0.01%	612