Rothschild Investment LLC’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 | $775K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $721K | Buy |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $531K | Hold |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $344K | Buy |
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