Dakota 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 | $4.67M | Sell |
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|
2025
Q1 | $4.79M | Sell |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $4.43M | Sell |
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|
2024
Q1 | $4.64M | Sell |
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|
2023
Q4 | $4.68M | Sell |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $243K | Buy |
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