Financial Perspectives’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
Q3 | $157K | Hold |
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|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $106K | Sell |
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|
2021
Q1 | $766K | Buy |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $98.9K | Hold |
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|
2020
Q2 | $94.7K | Hold |
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|
2020
Q1 | $93.4K | Buy |
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|
2019
Q4 | $61.9K | Buy |
|