Sax 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
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $888K | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $717K | Buy |
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