Plante Moran Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Hold |
63
| – | – | ﹤0.01% | 546 |
|
|
2025
Q1 | $10.8K | Sell |
63
-179
| -74% | -$30.6K | ﹤0.01% | 556 |
|
|
2024
Q4 | $39.5K | Buy |
242
+63
| +35% | +$10.3K | ﹤0.01% | 386 |
|
|
2024
Q3 | $31.2K | Buy |
179
+72
| +67% | +$12.5K | ﹤0.01% | 460 |
|
|
2024
Q2 | $15.8K | Sell |
107
-16
| -13% | -$2.37K | ﹤0.01% | 512 |
|
|
2024
Q1 | $17.5K | Buy |
123
+16
| +15% | +$2.28K | ﹤0.01% | 521 |
|
|
2023
Q4 | $14.7K | Hold |
107
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $13.6K | Hold |
107
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $15.2K | Hold |
107
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $15.8K | Hold |
107
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $16.4K | Hold |
107
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $15K | Buy |
+107
| New | +$15K | ﹤0.01% | 527 |
|
|
2021
Q3 | – | Sell |
-400
| Closed | -$56K | – | 1032 |
|
|
2021
Q2 | $56K | Buy |
+400
| New | +$56K | 0.01% | 346 |
|
|
2020
Q2 | – | Sell |
-336
| Closed | -$41K | – | 884 |
|
|
2020
Q1 | $41K | Buy |
336
+68
| +25% | +$8.3K | 0.02% | 284 |
|
|
2019
Q4 | $38K | Sell |
268
-71
| -21% | -$10.1K | 0.01% | 361 |
|
|
2019
Q3 | $49K | Hold |
339
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $45K | Hold |
339
| – | – | 0.01% | 358 |
|
|
2019
Q1 | $44K | Sell |
339
-93
| -22% | -$12.1K | 0.01% | 361 |
|
|
2018
Q4 | $51K | Buy |
432
+25
| +6% | +$2.95K | 0.02% | 282 |
|
|
2018
Q3 | $48K | Hold |
407
| – | – | 0.02% | 301 |
|
|
2018
Q2 | $47K | Hold |
407
| – | – | 0.02% | 335 |
|
|
2018
Q1 | $46K | Hold |
407
| – | – | 0.03% | 358 |
|
|
2017
Q4 | $47K | Hold |
407
| – | – | 0.03% | 359 |
|
|
2017
Q3 | $48K | Sell |
407
-144
| -26% | -$17K | 0.03% | 318 |
|
|
2017
Q2 | $63K | Hold |
551
| – | – | 0.04% | 264 |
|
|
2017
Q1 | $62K | Hold |
551
| – | – | 0.04% | 281 |
|
|
2016
Q4 | $59K | Hold |
551
| – | – | 0.04% | 296 |
|
|
2016
Q3 | $59K | Buy |
+551
| New | +$59K | 0.04% | 282 |
|