Trek Financial’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 | $523K | Hold |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $700K | Hold |
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|
2021
Q2 | $698K | Hold |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $702K | Buy |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $745K | Buy |
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|
2020
Q1 | $710K | Buy |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $766K | Hold |
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|
2019
Q1 | $747K | Hold |
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|
2018
Q4 | $679K | Buy |
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