Sterling Investment Advisors (Pennsylvania)’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
Q2 | $3.41M | Sell |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.32M | Hold |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $199K | Buy |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $167K | Sell |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $200K | Hold |
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|
2019
Q1 | $195K | Hold |
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|
2018
Q4 | $176K | Hold |
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|
2018
Q3 | $177K | Hold |
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|
2018
Q2 | $174K | Hold |
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|
2018
Q1 | $168K | Sell |
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|
2017
Q4 | $210K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $206K | Sell |
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|
2017
Q1 | $270K | Hold |
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|
2016
Q4 | $257K | Buy |
|