Institute for Wealth Management’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 | $779K | Buy |
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|
2025
Q2 | $706K | Buy |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $576K | Sell |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $664K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $634K | Sell |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $675K | Sell |
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|
2019
Q4 | $920K | Sell |
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|
2019
Q3 | $955K | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $958K | Sell |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $926K | Buy |
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|
2017
Q3 | $864K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $274K | Buy |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $214K | Buy |
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|
2014
Q2 | $159K | Sell |
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|
2014
Q1 | $191K | Sell |
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|
2013
Q4 | $207K | Buy |
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