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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
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|
2025
Q1 | $2.81M | Hold |
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|
2024
Q4 | $2.69M | Hold |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.47M | Hold |
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|
2023
Q1 | $2.56M | Hold |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $453K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $517K | Buy |
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