Patton Albertson Miller Group’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 | $463K | Hold |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $429K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $633K | Sell |
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|
2021
Q4 | $621K | Hold |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $551K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $514K | Hold |
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|
2020
Q2 | $492K | Buy |
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|
2020
Q1 | $460K | Hold |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $503K | Sell |
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|
2019
Q2 | $550K | Buy |
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