Everstar Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Hold	2,300	–	–	0.25%	124
2025 Q1	$393K	Sell	2,300 -400	-15%	-$68.3K	0.26%	119
2024 Q4	$441K	Sell	2,700 -580	-18%	-$94.8K	0.31%	90
2024 Q3	$571K	Buy	+3,280	New	+$571K	0.39%	75