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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.73M | Sell |
18,832
-150
| -0.8% | -$29.1K | 0.68% | 48 |
|
|
2025
Q4 | $3.51M | Hold |
18,982
| – | – | 0.65% | 49 |
|
|
2025
Q3 | $3.6M | Sell |
18,982
-337
| -2% | -$61.7K | 0.7% | 46 |
|
|
2025
Q2 | $3.41M | Sell |
19,319
-456
| -2% | -$78.7K | 0.75% | 44 |
|
|
2025
Q1 | $3.38M | Buy |
19,775
+1,870
| +10% | +$316K | 0.81% | 37 |
|
|
2024
Q4 | $2.93M | Sell |
17,905
-465
| -3% | -$79.6K | 0.71% | 45 |
|
|
2024
Q3 | $3.2M | Sell |
18,370
-800
| -4% | -$129K | 0.81% | 42 |
|
|
2024
Q2 | $2.84M | Sell |
19,170
-400
| -2% | -$59.6K | 0.77% | 47 |
|
|
2024
Q1 | $2.79M | Sell |
19,570
-75
| -0.4% | -$10.1K | 0.78% | 47 |
|
|
2023
Q4 | $2.69M | Buy |
19,645
+11,730
| +148% | +$1.55M | 0.84% | 42 |
|
|
2023
Q3 | $1.01M | Sell |
7,915
-500
| -6% | -$69.9K | 0.35% | 72 |
|
|
2023
Q2 | $1.2M | Sell |
8,415
-500
| -6% | -$73.2K | 0.4% | 68 |
|
|
2023
Q1 | $1.32M | Hold |
8,915
| – | – | 0.44% | 67 |
|
|
2022
Q4 | $1.37M | Buy |
8,915
+7,105
| +393% | +$1.05M | 0.49% | 64 |
|
|
2022
Q3 | $257K | Sell |
1,810
-141
| -7% | -$22.5K | 0.1% | 123 |
|
|
2022
Q2 | $297K | Hold |
1,951
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $316K | Hold |
1,951
| – | – | 0.09% | 121 |
|
|
2021
Q4 | $305K | Hold |
1,951
| – | – | 0.09% | 122 |
|
|
2021
Q3 | $271K | Buy |
1,951
+100
| +5% | +$14.6K | 0.08% | 132 |
|
|
2021
Q2 | $257K | Hold |
1,851
| – | – | 0.08% | 136 |
|
|
2021
Q1 | $260K | Buy |
1,851
+400
| +28% | +$54.5K | 0.08% | 127 |
|
|
2020
Q4 | $199K | Buy |
1,451
+175
| +14% | +$24.1K | 0.07% | 131 |
|
|
2020
Q3 | $165K | Hold |
1,276
| – | – | 0.06% | 131 |
|
|
2020
Q2 | $157K | Sell |
1,276
-100
| -7% | -$12.7K | 0.07% | 136 |
|
|
2020
Q1 | $167K | Sell |
1,376
-25
| -2% | -$3.51K | 0.09% | 119 |
|
|
2019
Q4 | $200K | Hold |
1,401
| – | – | 0.09% | 114 |
|
|
2019
Q3 | $201K | Sell |
1,401
-100
| -7% | -$13.7K | 0.1% | 110 |
|
|
2019
Q2 | $200K | Hold |
1,501
| – | – | 0.1% | 114 |
|
|
2019
Q1 | $195K | Hold |
1,501
| – | – | 0.1% | 118 |
|
|
2018
Q4 | $176K | Hold |
1,501
| – | – | 0.1% | 113 |
|
|
2018
Q3 | $177K | Hold |
1,501
| – | – | 0.09% | 120 |
|
|
2018
Q2 | $174K | Hold |
1,501
| – | – | 0.1% | 113 |
|
|
2018
Q1 | $168K | Sell |
1,501
-300
| -17% | -$33.1K | 0.1% | 112 |
|
|
2017
Q4 | $210K | Hold |
1,801
| – | – | 0.13% | 101 |
|
|
2017
Q3 | $210K | Hold |
1,801
| – | – | 0.14% | 102 |
|
|
2017
Q2 | $206K | Sell |
1,801
-600
| -25% | -$69.2K | 0.14% | 102 |
|
|
2017
Q1 | $270K | Hold |
2,401
| – | – | 0.19% | 86 |
|
|
2016
Q4 | $257K | Buy |
+2,401
| New | +$252K | 0.21% | 83 |
|
Other funds holding VPU
BCMIO
