Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Sell |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $123K | Sell |
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|
2022
Q4 | $130K | Buy |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $2.68M | Sell |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $2.58M | Sell |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $3.13M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $186K | Sell |
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|
2018
Q4 | $192K | Buy |
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|
2018
Q3 | $174K | Buy |
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|
2018
Q2 | $25K | Sell |
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|
2018
Q1 | $60K | Buy |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $59K | Buy |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $44K | Hold |
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|
2016
Q3 | $44K | Hold |
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|
2016
Q2 | $47K | Hold |
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|
2016
Q1 | $45K | Buy |
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