EP Wealth Advisors’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 | $762K | Buy |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $765K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $975K | Buy |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $64.6M | Buy |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $612K | Buy |
|