SOA 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 | $47.4K | Hold |
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|
2025
Q2 | $44.1K | Hold |
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|
2025
Q1 | $42.7K | Hold |
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|
2024
Q4 | $40.9K | Hold |
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|
2024
Q3 | $43.5K | Hold |
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|
2024
Q2 | $37K | Hold |
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|
2024
Q1 | $35.6K | Hold |
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|
2023
Q4 | $34.3K | Sell |
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|
2023
Q3 | $50.7K | Sell |
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|
2023
Q2 | $69.7K | Hold |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $75.1K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Buy |
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