Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $683K | Sell |
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|
2023
Q3 | $921K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.72K | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8K | Buy |
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