Harel Insurance Investments & Financial Services’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48K | Hold |
273
| – | – | ﹤0.01% | 354 |
|
2025
Q1 | $47K | Hold |
273
| – | – | ﹤0.01% | 369 |
|
2024
Q4 | $45K | Hold |
273
| – | – | ﹤0.01% | 315 |
|
2024
Q3 | $48K | Hold |
273
| – | – | ﹤0.01% | 351 |
|
2024
Q2 | $40K | Hold |
273
| – | – | ﹤0.01% | 395 |
|
2024
Q1 | $39K | Hold |
273
| – | – | ﹤0.01% | 395 |
|
2023
Q4 | $37K | Hold |
273
| – | – | ﹤0.01% | 452 |
|
2023
Q3 | $35K | Hold |
273
| – | – | ﹤0.01% | 499 |
|
2023
Q2 | $39K | Hold |
273
| – | – | ﹤0.01% | 511 |
|
2023
Q1 | $40K | Hold |
273
| – | – | ﹤0.01% | 526 |
|
2022
Q4 | $42K | Sell |
273
-1,100
| -80% | -$169K | ﹤0.01% | 499 |
|
2022
Q3 | $199K | Hold |
1,373
| – | – | ﹤0.01% | 296 |
|
2022
Q2 | $209K | Hold |
1,373
| – | – | ﹤0.01% | 324 |
|
2022
Q1 | $222K | Buy |
1,373
+201
| +17% | +$32.5K | ﹤0.01% | 331 |
|
2021
Q4 | $183K | Hold |
1,172
| – | – | ﹤0.01% | 424 |
|
2021
Q3 | $163K | Hold |
1,172
| – | – | ﹤0.01% | 395 |
|
2021
Q2 | $445K | Hold |
1,172
| – | – | 0.01% | 487 |
|
2021
Q1 | $460K | Hold |
1,172
| – | – | 0.01% | 507 |
|
2020
Q4 | $433K | Hold |
1,172
| – | – | 0.01% | 385 |
|
2020
Q3 | $151K | Sell |
1,172
-213,800
| -99% | -$27.5M | 0.01% | 342 |
|
2020
Q2 | $26.6M | Hold |
214,972
| – | – | 0.91% | 35 |
|
2020
Q1 | $26.2M | Sell |
214,972
-358
| -0.2% | -$43.7K | 1.23% | 26 |
|
2019
Q4 | $30.8M | Buy |
215,330
+942
| +0.4% | +$135K | 1.34% | 24 |
|
2019
Q3 | $31M | Hold |
214,388
| – | – | 1.99% | 16 |
|
2019
Q2 | $28.5M | Hold |
214,388
| – | – | 1.52% | 18 |
|
2019
Q1 | $27.8M | Hold |
214,388
| – | – | 1.62% | 16 |
|
2018
Q4 | $25.3M | Hold |
214,388
| – | – | 1.55% | 18 |
|
2018
Q3 | $25.3M | Hold |
214,388
| – | – | 1.25% | 27 |
|
2018
Q2 | $25M | Hold |
214,388
| – | – | 1.33% | 28 |
|
2018
Q1 | $24M | Hold |
214,388
| – | – | 1.35% | 26 |
|
2017
Q4 | $25M | Buy |
214,388
+213,800
| +36,361% | +$24.9M | 1.57% | 19 |
|
2017
Q3 | $69K | Hold |
588
| – | – | 0.01% | 265 |
|
2017
Q2 | $67K | Sell |
588
-269
| -31% | -$30.7K | 0.01% | 275 |
|
2017
Q1 | $97K | Buy |
+857
| New | +$97K | 0.01% | 214 |
|
2016
Q4 | – | Hold |
0
| – | -$111K | – | 144 |
|
2016
Q3 | – | Hold |
0
| – | -$122K | – | 157 |
|
2016
Q2 | – | Hold |
0
| – | -$114K | – | 216 |
|
2016
Q1 | – | Sell |
-155
| Closed | -$15K | – | 145 |
|
2015
Q4 | $15K | Buy |
+155
| New | +$15K | ﹤0.01% | 274 |
|