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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Buy	+4,437	New	+$783K	0.02%	354
2020 Q2	–	Sell	-95	Closed	-$13K	–	2097
2020 Q1	$13K	Buy	+95	New	+$13K	﹤0.01%	973
2019 Q1	–	Sell	-64	Closed	-$8K	–	1677
2018 Q4	$8K	Buy	+64	New	+$8K	﹤0.01%	950