Kellett Wealth 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
Q3 | $319K | Buy |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $756K | Buy |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $783K | Sell |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $847K | Buy |
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