Roman Butler Fullerton & Co’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
Q3
$520K Hold
2025
Q2
$486K Hold
2025
Q1
$449K Hold
2024
Q4
$446K Hold
2024
Q3
$463K Hold
2024
Q2
$400K Hold
2024
Q1
$381K Hold
2023
Q4
$352K Hold
2023
Q3
$341K Hold
2023
Q2
$384K Buy
2023
Q1
$372K Hold
2022
Q4
$381K Hold
2022
Q3
$340K Hold
2022
Q2
$372K Hold
2022
Q1
$397K Hold
2021
Q4
$384K Hold
2021
Q3
$349K Hold
2021
Q2
$340K Hold
2021
Q1
$358K Buy