Tortoise Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Tortoise Investment Management’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Hold	1,375	–	–	0.02%	201
2025 Q1	$235K	Buy	1,375 +2	+0.1%	+$342	0.02%	197
2024 Q4	$224K	Buy	1,373 +70	+5%	+$11.4K	0.02%	209
2024 Q3	$227K	Buy	1,303 +40	+3%	+$6.96K	0.02%	206
2024 Q2	$187K	Buy	1,263 +66	+6%	+$9.76K	0.02%	218
2024 Q1	$171K	Buy	1,197 +97	+9%	+$13.8K	0.02%	235
2023 Q4	$151K	Hold	1,100	–	–	0.02%	237
2023 Q3	$140K	Hold	1,100	–	–	0.02%	237
2023 Q2	$156K	Hold	1,100	–	–	0.02%	223
2023 Q1	$162K	Hold	1,100	–	–	0.03%	207
2022 Q4	$169K	Hold	1,100	–	–	0.03%	202
2022 Q3	$156K	Hold	1,100	–	–	0.03%	200
2022 Q2	$168K	Hold	1,100	–	–	0.03%	183
2022 Q1	$178K	Buy	1,100 +100	+10%	+$16.2K	0.03%	190
2021 Q4	$156K	Hold	1,000	–	–	0.03%	182
2021 Q3	$139K	Hold	1,000	–	–	0.03%	185
2021 Q2	$139K	Hold	1,000	–	–	0.03%	182
2021 Q1	$141K	Hold	1,000	–	–	0.03%	178
2020 Q4	$137K	Hold	1,000	–	–	0.03%	171
2020 Q3	$129K	Hold	1,000	–	–	0.03%	170
2020 Q2	$124K	Hold	1,000	–	–	0.03%	167
2020 Q1	$122K	Hold	1,000	–	–	0.04%	157
2019 Q4	$143K	Hold	1,000	–	–	0.03%	166
2019 Q3	$144K	Hold	1,000	–	–	0.04%	161
2019 Q2	$133K	Hold	1,000	–	–	0.03%	169
2019 Q1	$130K	Hold	1,000	–	–	0.03%	166
2018 Q4	$118K	Hold	1,000	–	–	0.03%	167
2018 Q3	$118K	Hold	1,000	–	–	0.03%	174
2018 Q2	$116K	Hold	1,000	–	–	0.03%	172
2018 Q1	$112K	Hold	1,000	–	–	0.03%	173
2017 Q4	$117K	Hold	1,000	–	–	0.03%	171
2017 Q3	$117K	Hold	1,000	–	–	0.04%	164
2017 Q2	$114K	Hold	1,000	–	–	0.04%	149
2017 Q1	$113K	Hold	1,000	–	–	0.04%	136
2016 Q4	$107K	Hold	1,000	–	–	0.04%	136
2016 Q3	$107K	Hold	1,000	–	–	0.04%	130
2016 Q2	$115K	Hold	1,000	–	–	0.04%	123
2016 Q1	$108K	Hold	1,000	–	–	0.04%	128
2015 Q4	$94K	Hold	1,000	–	–	0.03%	153
2015 Q3	$93K	Hold	1,000	–	–	0.04%	155
2015 Q2	$90K	Hold	1,000	–	–	0.03%	165
2015 Q1	$97K	Hold	1,000	–	–	0.04%	161
2014 Q4	$102K	Hold	1,000	–	–	0.04%	156
2014 Q3	$91K	Hold	1,000	–	–	0.04%	159
2014 Q2	$97K	Hold	1,000	–	–	0.04%	157
2014 Q1	$91K	Hold	1,000	–	–	0.04%	148
2013 Q4	$83K	Hold	1,000	–	–	0.05%	151
2013 Q3	$82K	Hold	1,000	–	–	0.05%	119
2013 Q2	$82K	Buy	+1,000	New	+$82K	0.05%	110