MAI Capital 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
Q2 | $524K | Hold |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $680K | Hold |
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|
2021
Q4 | $657K | Buy |
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