Steward Partners Investment Advisory’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 | $1.57M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $3.67M | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $157K | Sell |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $162K | Buy |
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|
2020
Q3 | $152K | Sell |
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|
2020
Q2 | $159K | Buy |
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|
2020
Q1 | $140K | Buy |
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|
2019
Q4 | $159K | Buy |
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|
2019
Q3 | $143K | Buy |
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|
2019
Q2 | $92K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $100K | Sell |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $83K | Buy |
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