McAdam LLC’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
$632K Buy
2025
Q1
$605K Sell
2024
Q4
$649K Buy
2024
Q3
$687K Sell
2024
Q2
$608K Sell
2024
Q1
$598K Sell
2023
Q4
$681K Sell
2023
Q3
$825K Sell
2023
Q2
$1.49M Sell
2023
Q1
$1.74M Buy
2022
Q4
$205K Sell
2022
Q3
$2.29M Buy
2022
Q2
$2.32M Buy
2022
Q1
$388K Buy
2021
Q4
$205K Buy
2018
Q4
Sell
2018
Q3
$105K Hold
2018
Q2
$102K Hold
2018
Q1
$99K Buy