Investment Planning Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Investment Planning Advisors’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$683K	Buy
2025 Q2	$620K	Sell
2025 Q1	$601K	Buy
2024 Q4	$572K	Buy
2024 Q3	$464K	Hold
2024 Q2	$464K	Buy