EverSource 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 | $66.2K | Buy |
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2025
Q1 | $55.5K | Hold |
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|
2024
Q4 | $53.1K | Hold |
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|
2024
Q3 | $56.6K | Hold |
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|
2024
Q2 | $51.4K | Hold |
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|
2024
Q1 | $47.1K | Buy |
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|
2023
Q4 | $18.9K | Sell |
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|
2023
Q3 | $61.6K | Buy |
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|
2023
Q2 | $19.6K | Sell |
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|
2023
Q1 | $33.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7K | Buy |
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