L.J. Altfest & Co’s Vanguard Utilities ETF VPU Stock Holding History

L.J. Altfest & Co’s Portfolio VPU Stock Details VPU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.75M	Sell
2025 Q2	$21.8M	Buy
2025 Q1	$20.6M	Buy
2024 Q4	$19.1M	Buy
2024 Q3	$20M	Buy
2024 Q2	$16.9M	Buy
2023 Q3	–	Sell
2023 Q2	$327K	Buy
2023 Q1	$286K	Sell
2022 Q4	$374K	Buy