Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
73,090
+2,711
| +4% | +$527K | 0.06% | 252 |
|
|
2025
Q4 | $13.2M | Buy |
70,379
+4,061
| +6% | +$780K | 0.05% | 280 |
|
|
2025
Q3 | $12.6M | Buy |
66,318
+34,695
| +110% | +$6.35M | 0.05% | 272 |
|
|
2025
Q2 | $5.58M | Buy |
31,623
+2,873
| +10% | +$496K | 0.03% | 346 |
|
|
2025
Q1 | $4.91M | Sell |
28,750
-222
| -0.8% | -$37.5K | 0.03% | 341 |
|
|
2024
Q4 | $4.73M | Buy |
28,972
+1,232
| +4% | +$211K | 0.03% | 334 |
|
|
2024
Q3 | $4.83M | Buy |
27,740
+2,814
| +11% | +$452K | 0.04% | 314 |
|
|
2024
Q2 | $3.72M | Buy |
24,926
+1,157
| +5% | +$172K | 0.03% | 327 |
|
|
2024
Q1 | $3.39M | Buy |
23,769
+3,721
| +19% | +$503K | 0.03% | 334 |
|
|
2023
Q4 | $2.75M | Buy |
20,048
+8,058
| +67% | +$1.06M | 0.03% | 353 |
|
|
2023
Q3 | $1.53M | Sell |
11,990
-847
| -7% | -$118K | 0.02% | 438 |
|
|
2023
Q2 | $1.83M | Sell |
12,837
-704
| -5% | -$103K | 0.02% | 389 |
|
|
2023
Q1 | $2M | Buy |
13,541
+667
| +5% | +$98.7K | 0.03% | 343 |
|
|
2022
Q4 | $1.97M | Sell |
12,874
-31
| -0.2% | -$4.59K | 0.03% | 298 |
|
|
2022
Q3 | $1.83M | Buy |
12,905
+789
| +7% | +$126K | 0.04% | 275 |
|
|
2022
Q2 | $1.84M | Buy |
12,116
+171
| +1% | +$26.9K | 0.04% | 242 |
|
|
2022
Q1 | $1.93M | Buy |
11,945
+103
| +0.9% | +$15.6K | 0.04% | 268 |
|
|
2021
Q4 | $1.85M | Sell |
11,842
-461
| -4% | -$68K | 0.04% | 290 |
|
|
2021
Q3 | $1.71M | Buy |
12,303
+1,161
| +10% | +$170K | 0.04% | 292 |
|
|
2021
Q2 | $1.55M | Buy |
11,142
+219
| +2% | +$31.4K | 0.04% | 295 |
|
|
2021
Q1 | $1.53M | Buy |
10,923
+5,416
| +98% | +$738K | 0.04% | 268 |
|
|
2020
Q4 | $755K | Buy |
5,507
+85
| +2% | +$11.7K | 0.03% | 375 |
|
|
2020
Q3 | $700K | Buy |
+5,422
| New | +$701K | 0.03% | 320 |
|
Other funds holding VPU
BCMIO
