A detailed history of Vital Stone Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vital Stone Financial, LLC holds 3,833 shares of XLU stock, worth $293,761. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,833
Previous 18 21194.44%
Holding current value
$293,761
Previous $1,000 26000.0%
% of portfolio
0.19%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$62.77 - $72.87 $239,467 - $277,999
3,815 Added 21194.44%
3,833 $261,000
Q1 2024

May 06, 2024

SELL
$59.95 - $65.65 $2,997 - $3,282
-50 Reduced 73.53%
18 $1,000
Q3 2023

Nov 15, 2023

BUY
$58.83 - $68.46 $4,000 - $4,655
68 New
68 $4,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.