Summit Financial Strategies’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 | $238K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $221K | Hold |
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|
2020
Q3 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $208K | Buy |
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