Jackson Grant Investment Advisers’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 | $77.1K | Buy |
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|
2025
Q2 | $71.4K | Buy |
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|
2025
Q1 | $68.6K | Buy |
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|
2024
Q4 | $65.2K | Buy |
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|
2024
Q3 | $68.9K | Buy |
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|
2024
Q2 | $57.6K | Sell |
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|
2024
Q1 | $83.3K | Buy |
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|
2023
Q4 | $79.4K | Buy |
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|
2023
Q3 | $72.5K | Buy |
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|
2023
Q2 | $80.2K | Hold |
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|
2023
Q1 | $83.2K | Buy |
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|
2022
Q4 | $85.8K | Buy |
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|
2022
Q3 | $79K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $74K | Hold |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $75K | Buy |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $73K | Buy |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $67K | Buy |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $54K | Buy |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $55K | Buy |
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|
2017
Q2 | $53K | Buy |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $50K | Buy |
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|
2016
Q3 | $49K | Buy |
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|
2016
Q2 | $52K | Buy |
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|
2016
Q1 | $49K | Buy |
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