Jackson Grant Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Jackson Grant Investment Advisers’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$71.4K	Buy	404 +2	+0.5%	+$353	0.03%	161
2025 Q1	$68.6K	Buy	402 +3	+0.8%	+$512	0.03%	156
2024 Q4	$65.2K	Buy	399 +3	+0.8%	+$490	0.03%	163
2024 Q3	$68.9K	Buy	396 +7	+2%	+$1.22K	0.03%	163
2024 Q2	$57.6K	Sell	389 -195	-33%	-$28.9K	0.02%	171
2024 Q1	$83.3K	Buy	584 +4	+0.7%	+$570	0.03%	149
2023 Q4	$79.4K	Buy	580 +11	+2%	+$1.51K	0.04%	148
2023 Q3	$72.5K	Buy	569 +5	+0.9%	+$637	0.04%	149
2023 Q2	$80.2K	Hold	564	–	–	0.04%	146
2023 Q1	$83.2K	Buy	564 +4	+0.7%	+$590	0.04%	149
2022 Q4	$85.8K	Buy	560 +5	+0.9%	+$766	0.04%	143
2022 Q3	$79K	Buy	555 +5	+0.9%	+$712	0.04%	144
2022 Q2	$84K	Buy	550 +4	+0.7%	+$611	0.04%	144
2022 Q1	$88K	Buy	+546	New	+$88K	0.04%	154
2021 Q4	–	Sell	-535	Closed	-$74K	–	332
2021 Q3	$74K	Hold	535	–	–	0.03%	175
2021 Q2	$74K	Buy	535 +4	+0.8%	+$553	0.03%	169
2021 Q1	$75K	Buy	531 +4	+0.8%	+$565	0.03%	168
2020 Q4	$72K	Buy	527 +5	+1%	+$683	0.04%	157
2020 Q3	$67K	Buy	522 +3	+0.6%	+$385	0.04%	133
2020 Q2	$64K	Buy	519 +6	+1%	+$740	0.04%	131
2020 Q1	$63K	Buy	513 +3	+0.6%	+$368	0.05%	127
2019 Q4	$73K	Buy	510 +8	+2%	+$1.15K	0.04%	134
2019 Q3	$72K	Hold	502	–	–	0.04%	134
2019 Q2	$67K	Buy	502 +3	+0.6%	+$400	0.04%	134
2019 Q1	$65K	Buy	499 +4	+0.8%	+$521	0.04%	132
2018 Q4	$58K	Buy	495 +8	+2%	+$937	0.04%	135
2018 Q3	$57K	Buy	487 +4	+0.8%	+$468	0.04%	139
2018 Q2	$56K	Hold	483	–	–	0.04%	143
2018 Q1	$54K	Buy	483 +4	+0.8%	+$447	0.04%	140
2017 Q4	$56K	Buy	479 +7	+1%	+$818	0.04%	138
2017 Q3	$55K	Buy	472 +4	+0.9%	+$466	0.04%	136
2017 Q2	$53K	Buy	468 +4	+0.9%	+$453	0.04%	125
2017 Q1	$52K	Hold	464	–	–	0.04%	123
2016 Q4	$50K	Buy	464 +4	+0.9%	+$431	0.04%	122
2016 Q3	$49K	Buy	460 +3	+0.7%	+$320	0.04%	114
2016 Q2	$52K	Buy	457 +4	+0.9%	+$455	0.05%	105
2016 Q1	$49K	Buy	+453	New	+$49K	0.04%	103