Leavell Investment Management’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 | $393K | Sell |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $239K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $272K | Hold |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $255K | Sell |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $335K | Hold |
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|
2016
Q1 | $315K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $566K | Hold |
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|
2013
Q4 | $520K | Sell |
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|
2013
Q3 | $788K | Buy |
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|
2013
Q2 | $777K | Buy |
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