L.M. Kohn & Company’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$454K	Buy	+2,574	New	+$454K	0.12%	150
2023 Q1	–	Sell	-1,696	Closed	-$260K	–	237
2022 Q4	$260K	Buy	+1,696	New	+$260K	0.12%	173