Sovereign Financial Group’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 | $1.51M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q3 | $765K | Sell |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $592K | Hold |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $555K | Buy |
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