J.W. Cole Advisors’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 | $3.47M | Buy |
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|
2025
Q1 | $3.19M | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $23.7M | Buy |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.59M | Buy |
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