Sequoia Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sequoia Financial Advisors’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Hold
2025 Q2	$1.05M	Buy
2025 Q1	$1.01M	Buy
2024 Q4	$615K	Buy
2022 Q4	–	Sell
2022 Q3	$275K	Sell
2022 Q2	$303K	Buy
2016 Q3	–	Sell
2016 Q2	$2.36M	Buy