Gradient Investments’s Vanguard Utilities ETF VPU Stock Holding History

Gradient Investments’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-74	Closed	-$10.1K	–	1832
2023 Q4	$10.1K	Sell	74 -52	-41%	-$7.13K	﹤0.01%	838
2023 Q3	$16.1K	Buy	126 +52	+70%	+$6.63K	﹤0.01%	716
2023 Q2	$10.5K	Hold	74	–	–	﹤0.01%	807
2023 Q1	$10.9K	Sell	74 -50	-40%	-$7.38K	﹤0.01%	795
2022 Q4	$19K	Buy	124 +74	+148%	+$11.3K	﹤0.01%	696
2022 Q3	$7K	Hold	50	–	–	﹤0.01%	894
2022 Q2	$8K	Hold	50	–	–	﹤0.01%	829
2022 Q1	$8K	Hold	50	–	–	﹤0.01%	829
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	854
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	843
2021 Q2	$7K	Sell	50 -41	-45%	-$5.74K	﹤0.01%	832
2021 Q1	$13K	Sell	91 -226	-71%	-$32.3K	﹤0.01%	712
2020 Q4	$41K	Hold	317	–	–	﹤0.01%	439
2020 Q3	$41K	Hold	317	–	–	﹤0.01%	444
2020 Q2	$39K	Hold	317	–	–	﹤0.01%	426
2020 Q1	$39K	Buy	317 +229	+260%	+$28.2K	﹤0.01%	389
2019 Q4	$13K	Buy	88 +38	+76%	+$5.61K	﹤0.01%	646
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	753
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	730
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	629
2018 Q4	$6K	Sell	50 -144	-74%	-$17.3K	﹤0.01%	686
2018 Q3	$23K	Buy	194 +144	+288%	+$17.1K	﹤0.01%	475
2018 Q2	$6K	Sell	50 -93	-65%	-$11.2K	﹤0.01%	701
2018 Q1	$16K	Buy	143 +1	+0.7%	+$112	﹤0.01%	532
2017 Q4	$17K	Buy	+142	New	+$17K	﹤0.01%	500
2017 Q3	–	Sell	-140	Closed	-$16K	–	702
2017 Q2	$16K	Hold	140	–	–	﹤0.01%	424
2017 Q1	$16K	Hold	140	–	–	﹤0.01%	442
2016 Q4	$15K	Sell	140 -92	-40%	-$9.86K	﹤0.01%	395
2016 Q3	$25K	Buy	232 +92	+66%	+$9.91K	﹤0.01%	335
2016 Q2	$16K	Hold	140	–	–	﹤0.01%	372
2016 Q1	$15K	Hold	140	–	–	﹤0.01%	389
2015 Q4	$13K	Hold	140	–	–	﹤0.01%	376
2015 Q3	$13K	Hold	140	–	–	﹤0.01%	357
2015 Q2	$13K	Hold	140	–	–	﹤0.01%	358
2015 Q1	$14K	Hold	140	–	–	﹤0.01%	357
2014 Q4	$14K	Hold	140	–	–	﹤0.01%	325
2014 Q3	$13K	Hold	140	–	–	﹤0.01%	314
2014 Q2	$14K	Hold	140	–	–	﹤0.01%	330
2014 Q1	$13K	Hold	140	–	–	﹤0.01%	329
2013 Q4	$12K	Hold	140	–	–	﹤0.01%	371
2013 Q3	$11K	Buy	+140	New	+$11K	﹤0.01%	281