Valmark 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 | $787K | Buy |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $737K | Buy |
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|
2022
Q4 | $755K | Sell |
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|
2022
Q3 | $702K | Buy |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $611K | Buy |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $685K | Sell |
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|
2019
Q3 | $726K | Buy |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $498K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $502K | Buy |
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|
2018
Q1 | $457K | Buy |
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|
2017
Q4 | $428K | Buy |
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