Curtis Advisory Group’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 | $266K | Hold |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $220K | Buy |
|