Graves Light Lenhart Wealth’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 | $364K | Buy |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $276K | Buy |
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