Montag & Associates’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 | $288K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $70.9K | Hold |
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|
2023
Q2 | $78.9K | Hold |
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|
2023
Q1 | $81.3K | Hold |
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|
2022
Q4 | $84.5K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $86K | Hold |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $19K | Buy |
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