Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $289K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $494K | Hold |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $644K | Hold |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $587K | Hold |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $307K | Buy |
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