Investment Advisory Services’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 | $778K | Hold |
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|
2025
Q2 | $725K | Hold |
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|
2025
Q1 | $702K | Hold |
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|
2024
Q4 | $671K | Hold |
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|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $563K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $804K | Hold |
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|
2022
Q3 | $746K | Hold |
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|
2022
Q2 | $799K | Hold |
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|
2022
Q1 | $849K | Hold |
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|
2021
Q4 | $820K | Hold |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $728K | Buy |
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|
2020
Q4 | $720K | Hold |
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|
2020
Q3 | $677K | Hold |
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|
2020
Q2 | $649K | Hold |
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|
2020
Q1 | $640K | Hold |
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|
2019
Q4 | $749K | Buy |
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