Optimist Retirement Group’s Vanguard Utilities ETF VPU Stock Holding History

Optimist Retirement Group’s Portfolio VPU Stock Details VPU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$213K	Buy
2025 Q3	$217K	Buy
2025 Q2	$202K	Sell
2025 Q1	$225K	Buy
2024 Q4	$214K	Buy
2024 Q3	$226K	Buy