IA
IFP Advisors’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
9,617
+803
| +9% | +$142K | 0.05% | 395 |
|
|
2025
Q1 | $1.51M | Buy |
8,814
+7,900
| +864% | +$1.35M | 0.05% | 433 |
|
|
2024
Q4 | $149K | Buy |
914
+305
| +50% | +$49.8K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $106K | Sell |
609
-116
| -16% | -$20.2K | ﹤0.01% | 1380 |
|
|
2024
Q2 | $107K | Sell |
725
-100
| -12% | -$14.8K | ﹤0.01% | 1337 |
|
|
2024
Q1 | $118K | Buy |
825
+740
| +871% | +$106K | 0.01% | 1220 |
|
|
2023
Q4 | $11.7K | Sell |
85
-7
| -8% | -$964 | ﹤0.01% | 2135 |
|
|
2023
Q3 | $11.7K | Sell |
92
-33
| -26% | -$4.19K | ﹤0.01% | 2191 |
|
|
2023
Q2 | $17.7K | Sell |
125
-1,540
| -92% | -$218K | ﹤0.01% | 2068 |
|
|
2023
Q1 | $163K | Sell |
1,665
-23,410
| -93% | -$2.29M | 0.01% | 1035 |
|
|
2022
Q4 | $2.48M | Sell |
25,075
-12,971
| -34% | -$1.28M | 0.07% | 321 |
|
|
2022
Q3 | $3.87M | Buy |
38,046
+24,243
| +176% | +$2.46M | 0.1% | 208 |
|
|
2022
Q2 | $1.49M | Hold |
13,803
| – | – | 0.05% | 446 |
|
|
2022
Q1 | $1.49M | Buy |
13,803
+11,582
| +521% | +$1.25M | 0.05% | 446 |
|
|
2021
Q4 | $348K | Buy |
2,221
+28
| +1% | +$4.39K | 0.01% | 715 |
|
|
2021
Q3 | $309K | Buy |
2,193
+1,834
| +511% | +$258K | 0.01% | 729 |
|
|
2021
Q2 | $48K | Sell |
359
-5
| -1% | -$669 | ﹤0.01% | 1542 |
|
|
2021
Q1 | $51K | Sell |
364
-312
| -46% | -$43.7K | ﹤0.01% | 1460 |
|
|
2020
Q4 | $91K | Sell |
676
-9
| -1% | -$1.21K | ﹤0.01% | 1178 |
|
|
2020
Q3 | $88K | Sell |
685
-269
| -28% | -$34.6K | 0.01% | 1061 |
|
|
2020
Q2 | $117K | Sell |
954
-52
| -5% | -$6.38K | 0.01% | 864 |
|
|
2020
Q1 | $124K | Sell |
1,006
-553
| -35% | -$68.2K | 0.01% | 741 |
|
|
2019
Q4 | $222K | Buy |
1,559
+196
| +14% | +$27.9K | 0.02% | 636 |
|
|
2019
Q3 | $194K | Buy |
+1,363
| New | +$194K | 0.01% | 778 |
|
|
2019
Q1 | $2.66M | Buy |
20,534
+23
| +0.1% | +$2.97K | 0.36% | 58 |
|
|
2018
Q4 | $2.41M | Buy |
20,511
+16,371
| +395% | +$1.92M | 0.15% | 156 |
|
|
2018
Q3 | $488K | Sell |
4,140
-5,037
| -55% | -$594K | 0.02% | 666 |
|
|
2018
Q2 | $1.06M | Sell |
9,177
-889
| -9% | -$103K | 0.04% | 400 |
|
|
2018
Q1 | $1.17M | Hold |
10,066
| – | – | 0.05% | 352 |
|
|
2017
Q4 | $1.17M | Buy |
10,066
+6,751
| +204% | +$787K | 0.05% | 351 |
|
|
2017
Q3 | $387K | Sell |
3,315
-423
| -11% | -$49.4K | 0.02% | 796 |
|
|
2017
Q2 | $427K | Sell |
3,738
-735
| -16% | -$84K | 0.02% | 737 |
|
|
2017
Q1 | $504K | Buy |
4,473
+534
| +14% | +$60.2K | 0.02% | 677 |
|
|
2016
Q4 | $422K | Sell |
3,939
-1,900
| -33% | -$204K | 0.02% | 691 |
|
|
2016
Q3 | $625K | Sell |
5,839
-385
| -6% | -$41.2K | 0.03% | 481 |
|
|
2016
Q2 | $713K | Sell |
6,224
-14,310
| -70% | -$1.64M | 0.04% | 435 |
|
|
2016
Q1 | $2.66M | Buy |
20,534
+17,757
| +639% | +$2.3M | 0.36% | 58 |
|
|
2015
Q4 | $261K | Buy |
+2,777
| New | +$261K | 0.02% | 723 |
|