McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Sell |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $699 | Buy |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $94K | Buy |
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