Whittier Trust’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 | $177K | Hold |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $137K | Hold |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $142K | Hold |
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|
2023
Q1 | $148K | Hold |
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|
2022
Q4 | $153K | Hold |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $171K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $161K | Sell |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $133K | Hold |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $116K | Hold |
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|
2018
Q1 | $112K | Hold |
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|
2017
Q4 | $117K | Hold |
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|
2017
Q3 | $117K | Hold |
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|
2017
Q2 | $114K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $107K | Hold |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $115K | Hold |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $94K | Hold |
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|
2015
Q3 | $93K | Hold |
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|
2015
Q2 | $90K | Buy |
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