Essex Financial Services’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 | $730K | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $641K | Sell |
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|
2024
Q2 | $658K | Hold |
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|
2024
Q1 | $590K | Hold |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $510K | Hold |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $391K | Buy |
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