Elevate Wealth Advisory, Inc Vanguard Utilities ETF Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,131 shares of VPU stock, worth $396,962. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,131

Previous 2,177 2.11%

Holding current value

$396,962

Previous $372 Million 1.15%

% of portfolio

0.27%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$158.36 - $178.82 $7,284 - $8,225	-46 Reduced 2.11%	2,131 $376 Million
Q1 2025 May 14, 2025	BUY	$161.24 - $173.33 $6,610 - $7,106	41 Added 1.92%	2,177 $372 Million
Q4 2024 Feb 11, 2025	BUY	$160.52 - $179.11 $481 - $537	3 Added 0.14%	2,136 $349 Million
Q3 2024 Nov 13, 2024	SELL	$146.64 - $174.54 $18,036 - $21,468	-123 Reduced 5.45%	2,133 $374 Million
Q2 2024 Aug 12, 2024	SELL	$136.04 - $157.94 $26,255 - $30,482	-193 Reduced 7.88%	2,256 $337 Million
Q1 2024 May 02, 2024	SELL	$129.56 - $142.58 $12,696 - $13,972	-98 Reduced 3.85%	2,449 $349 Million
Q4 2023 Feb 14, 2024	BUY	$121.65 - $142.23 $309,842 - $362,259	2,547 New	2,547 $349 Million

Others Institutions Holding VPU

# of Institutions

685

Shares Held

13.3M

Call Options Held

43.8K

Put Options Held

9.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Elevate Wealth Advisory, Inc Vanguard Utilities ETF Transaction History