Navis Wealth 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
Q2 | $883K | Hold |
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|
2025
Q1 | $854K | Hold |
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|
2024
Q4 | $817K | Hold |
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|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $703K | Hold |
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|
2024
Q1 | $677K | Hold |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $675K | Hold |
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|
2023
Q1 | $701K | Hold |
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|
2022
Q4 | $729K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $724K | Hold |
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|
2022
Q1 | $769K | Hold |
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|
2021
Q4 | $743K | Hold |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $667K | Hold |
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|
2020
Q4 | $651K | Buy |
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