Valley National Advisers’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
Q3 | $94K | Hold |
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|
2025
Q2 | $88K | Hold |
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|
2025
Q1 | $85K | Hold |
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|
2024
Q4 | $81K | Hold |
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|
2024
Q3 | $87K | Hold |
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|
2024
Q2 | $73K | Hold |
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|
2024
Q1 | $71K | Sell |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $64K | Hold |
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|
2023
Q2 | $72K | Hold |
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|
2023
Q1 | $76K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $69K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $69K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $27K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Buy |
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