INVST’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
$251K Sell
2025
Q1
$6.61M Sell
2024
Q4
$7.69M Sell
2024
Q3
$8.65M Buy
2024
Q2
$212K Sell
2024
Q1
$205K Buy
2023
Q1
Sell
2022
Q4
$10.3M Sell
2022
Q3
$9.5M Sell
2022
Q2
$11.8M Buy
2022
Q1
$10.5M Buy
2020
Q2
Sell
2020
Q1
$5.45M Sell
2019
Q4
$7.64M Buy
2019
Q3
$7.27M Sell
2019
Q2
$6.76M Sell
2019
Q1
$6.9M Buy
2018
Q4
$6.12M Buy
2018
Q1
Sell
2017
Q4
$4.13M Buy
2017
Q3
$3.14M Buy