Elwood & Goetz Wealth 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 | $315K | Sell |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $210K | Buy |
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