Meridian Wealth 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
Q3 | $775K | Buy |
|
|||||
|
2025
Q2 | $562K | Buy |
|
|||||
|
2025
Q1 | $511K | Hold |
|
|||||
|
2024
Q4 | $489K | Buy |
|
|||||
|
2024
Q3 | $505K | Sell |
|
|||||
|
2024
Q2 | $500K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $373K | Sell |
|
|||||
|
2023
Q3 | $406K | Hold |
|
|||||
|
2023
Q2 | $452K | Hold |
|
|||||
|
2023
Q1 | $469K | Hold |
|
|||||
|
2022
Q4 | $488K | Hold |
|
|||||
|
2022
Q3 | $452K | Sell |
|
|||||
|
2022
Q2 | $558K | Buy |
|
|||||
|
2022
Q1 | $518K | Hold |
|
|||||
|
2021
Q4 | $501K | Hold |
|
|||||
|
2021
Q3 | $446K | Buy |
|
|||||
|
2021
Q2 | $431K | Hold |
|
|||||
|
2021
Q1 | $436K | Hold |
|
|||||
|
2020
Q4 | $425K | Buy |
|