Houlihan Financial Resource Group’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 | $294K | Sell |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $14.7M | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $423K | Buy |
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