Independent Family Office’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
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $905K | Hold |
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|
2024
Q1 | $872K | Hold |
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|
2023
Q4 | $838K | Hold |
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|
2023
Q3 | $780K | Hold |
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|
2023
Q2 | $870K | Hold |
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|
2023
Q1 | $902K | Hold |
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|
2022
Q4 | $938K | Hold |
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|
2022
Q3 | $870K | Hold |
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|
2022
Q2 | $932 | Hold |
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|
2022
Q1 | $990K | Hold |
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|
2021
Q4 | $957K | Hold |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $849K | Hold |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $839K | Hold |
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|
2020
Q3 | $790K | Hold |
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|
2020
Q2 | $756K | Hold |
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|
2020
Q1 | $746K | Hold |
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|
2019
Q4 | $874K | Buy |
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