Ellis Investment Partners’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 | $219K | Sell |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $213K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $152K | Buy |
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|
2022
Q1 | $160K | Sell |
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|
2021
Q4 | $172K | Buy |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $137K | Buy |
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|
2020
Q2 | $133K | Buy |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $30K | Buy |
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|
2019
Q3 | $20K | Buy |
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