Sequoia Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
5,963
+64
| +1% | +$11.3K | 0.01% | 663 |
|
|
2025
Q1 | $1.01M | Buy |
5,899
+2,136
| +57% | +$365K | 0.01% | 611 |
|
|
2024
Q4 | $615K | Buy |
+3,763
| New | +$615K | 0.01% | 730 |
|
|
2022
Q4 | – | Sell |
-1,932
| Closed | -$275K | – | 809 |
|
|
2022
Q3 | $275K | Sell |
1,932
-54
| -3% | -$7.69K | 0.01% | 407 |
|
|
2022
Q2 | $303K | Buy |
+1,986
| New | +$303K | 0.01% | 438 |
|
|
2016
Q3 | – | Sell |
-20,632
| Closed | -$2.36M | – | 279 |
|
|
2016
Q2 | $2.36M | Buy |
+20,632
| New | +$2.36M | 0.66% | 36 |
|