Heritage Family Offices’s Vanguard Utilities ETF VPU Stock Holding History

Heritage Family Offices’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$322K	Hold
2025 Q2	$287K	Hold
2025 Q1	$290K	Hold
2024 Q4	$278K	Hold
2024 Q3	$296K	Hold
2024 Q2	$251K	Buy