OneDigital Investment 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 | $1.21M | Buy |
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|
2025
Q1 | $814K | Sell |
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|
2024
Q4 | $808K | Sell |
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $574K | Sell |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $34K | Sell |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $78K | Buy |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $49K | Buy |
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