Jones Financial Companies’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 | $2.79M | Buy |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $1.49M | Buy |
|
|||||
|
2024
Q3 | $947K | Buy |
|
|||||
|
2024
Q2 | $303K | Buy |
|
|||||
|
2024
Q1 | $80K | Buy |
|
|||||
|
2023
Q4 | $13.1K | Buy |
|
|||||
|
2023
Q3 | $11.5K | Sell |
|
|||||
|
2023
Q2 | $19.1K | Hold |
|
|||||
|
2023
Q1 | $19.8K | Hold |
|
|||||
|
2022
Q4 | $21K | Hold |
|
|||||
|
2022
Q3 | $19K | Hold |
|
|||||
|
2022
Q2 | $20K | Hold |
|
|||||
|
2022
Q1 | $22K | Buy |
|
|||||
|
2021
Q4 | $7K | Hold |
|
|||||
|
2021
Q3 | $6K | Hold |
|
|||||
|
2021
Q2 | $6K | Buy |
|