Dynamic Advisor Solutions’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 | $233K | Sell |
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|
2025
Q2 | $238K | Hold |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $4.07M | Sell |
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|
2023
Q2 | $4.73M | Buy |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $4.89M | Buy |
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|
2022
Q3 | $4.41M | Sell |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $4.04M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $3.62M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $693K | Buy |
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|
2019
Q3 | $478K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | $257K | Buy |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $223K | Buy |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $201K | Sell |
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|
2016
Q3 | $211K | Buy |
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|
2016
Q2 | $215K | Buy |
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