Financial Perspectives, Inc Vanguard Utilities ETF Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 828 shares of VPU stock, worth $143,475. This represents 0.05% of its overall portfolio holdings.

Number of Shares

828

Previous 828 -0.0%

Holding current value

$143,475

Previous $144 Million 6.11%

% of portfolio

0.05%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jan 09, 2024	BUY	$141.44 - $166.95 $8,769 - $10,350	62 Added 8.09%	828 $126 Million
Q2 2021 Jan 09, 2024	SELL	$138.76 - $148.08 $14.8 Million - $15.8 Million	-106,865 Reduced 99.29%	766 $106 Million
Q1 2021 Jan 09, 2024	BUY	$128.27 - $140.64 $13.7 Million - $15 Million	106,865 Added 13951.04%	107,631 $766,000
Q1 2020 Jan 09, 2024	BUY	$98.62 - $156.1 $32,840 - $51,981	333 Added 76.91%	766 $93.4 Million
Q4 2019 Jan 09, 2024	BUY	$136.01 - $143.77 $58,892 - $62,252	433 New	433 $61.9 Million

Others Institutions Holding VPU

# of Institutions

642

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Financial Perspectives, Inc Vanguard Utilities ETF Transaction History