Ulland Investment Advisors’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	$49K	Hold	245	–	–	0.04%	118
2025 Q4	$45K	Hold	245	–	–	0.04%	118
2025 Q3	$46K	Hold	245	–	–	0.03%	119
2025 Q2	$43K	Hold	245	–	–	0.03%	117
2025 Q1	$42K	Sell	245 -258	-51%	-$43.6K	0.04%	120
2024 Q4	$82K	Hold	503	–	–	0.05%	93
2024 Q3	$88K	Sell	503 -445	-47%	-$71.5K	0.06%	89
2024 Q2	$140K	Buy	948 +10	+1%	+$1.49K	0.1%	70
2024 Q1	$134K	Hold	938	–	–	0.11%	76
2023 Q4	$129K	Hold	938	–	–	0.13%	67
2023 Q3	$120K	Buy	938 +345	+58%	+$48.3K	0.13%	68
2023 Q2	$84K	Buy	593 +30	+5%	+$4.39K	0.09%	83
2023 Q1	$83K	Hold	563	–	–	0.1%	76
2022 Q4	$86K	Hold	563	–	–	0.1%	73
2022 Q3	$80K	Hold	563	–	–	0.09%	73
2022 Q2	$86K	Hold	563	–	–	0.09%	74
2022 Q1	$91K	Sell	563 -220	-28%	-$33.3K	0.07%	79
2021 Q4	$122K	Buy	+783	New	+$115K	0.08%	75