LPL Financial’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $760K | Buy |
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|
2021
Q1 | $526K | Sell |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | $305K | Buy |
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