Wealthspire Advisors (New York)’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	$3.29M	Sell	16,627 -23	-0.1%	-$4.47K	0.03%	210
2025 Q4	$3.08M	Hold	16,650	–	–	0.02%	227
2025 Q3	$3.15M	Buy	16,650 +220	+1%	+$40.3K	0.02%	208
2025 Q2	$2.9M	Sell	16,430 -40	-0.2%	-$6.9K	0.02%	225
2025 Q1	$2.81M	Hold	16,470	–	–	0.02%	226
2024 Q4	$2.69M	Hold	16,470	–	–	0.03%	208
2024 Q3	$2.87M	Sell	16,470 -406	-2%	-$65.3K	0.03%	196
2024 Q2	$2.5M	Sell	16,876 -274	-2%	-$40.8K	0.03%	178
2024 Q1	$2.45M	Sell	17,150 -124	-0.7%	-$16.8K	0.03%	173
2023 Q4	$2.37M	Buy	17,274 +20	+0.1%	+$2.64K	0.03%	170
2023 Q3	$2.2M	Sell	17,254 -109	-0.6%	-$15.2K	0.04%	160
2023 Q2	$2.47M	Hold	17,363	–	–	0.04%	133
2023 Q1	$2.56M	Hold	17,363	–	–	0.04%	130
2022 Q4	$2.66M	Sell	17,363 -62	-0.4%	-$9.19K	0.05%	131
2022 Q3	$2.48M	Sell	17,425 -202	-1%	-$32.2K	0.05%	124
2022 Q2	$2.69M	Buy	17,627 +14,825	+529%	+$2.33M	0.06%	120
2022 Q1	$453K	Sell	2,802 -97	-3%	-$14.7K	0.01%	286
2021 Q4	$453K	Sell	2,899 -502	-15%	-$74K	0.01%	337
2021 Q3	$473K	Buy	+3,401	New	+$497K	0.01%	367
2021 Q2	–	Sell	-3,677	Closed	-$517K	–	659
2021 Q1	$517K	Buy	+3,677	New	+$501K	0.01%	391