Roberts Wealth 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 | $288K | Hold |
|
|||||
|
2025
Q1 | $279K | Sell |
|
|||||
|
2024
Q4 | $279K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.64M | Sell |
|
|||||
|
2023
Q2 | $1.81M | Sell |
|
|||||
|
2023
Q1 | $1.95M | Buy |
|
|||||
|
2022
Q4 | $2.01M | Sell |
|
|||||
|
2022
Q3 | $1.86M | Buy |
|
|||||
|
2022
Q2 | $1.99M | Buy |
|
|||||
|
2022
Q1 | $2.13M | Buy |
|
|||||
|
2021
Q4 | $2.01M | Buy |
|
|||||
|
2021
Q3 | $1.77M | Buy |
|