Valeo Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Valeo Financial Advisors’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$840K	Hold
2025 Q2	$783K	Buy
2020 Q2	–	Sell
2020 Q1	$13K	Buy
2019 Q1	–	Sell
2018 Q4	$8K	Buy