A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 3,033 shares of VPU stock, worth $450,339. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,033
Previous 2,993 1.34%
Holding current value
$450,339
Previous $426,000 9.15%
% of portfolio
0.28%
Previous 0.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$143.55 - $158.16 $5,742 - $6,326
40 Added 1.34%
3,033 $0
Q2 2022

Jul 22, 2022

BUY
N/A
325 Added 12.18%
2,993 $456,000
Q1 2022

Apr 25, 2022

BUY
N/A
800 Added 42.83%
2,668 $432,000
Q4 2021

Jan 19, 2022

BUY
N/A
28 Added 1.52%
1,868 $292,000
Q2 2021

Jul 22, 2021

BUY
N/A
53 Added 2.97%
1,840 $255,000
Q1 2021

Apr 29, 2021

BUY
N/A
162 Added 9.97%
1,787 $251,000
Q4 2020

Jan 19, 2021

SELL
N/A
-84 Reduced 4.92%
1,625 $223,000
Q3 2020

Oct 22, 2020

SELL
N/A
-38 Reduced 2.18%
1,709 $221,000
Q2 2020

Jul 29, 2020

BUY
N/A
1,747 New
1,747 $216,000
Q1 2020

Apr 16, 2020

SELL
N/A
-1,660 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
N/A
124 Added 8.07%
1,660 $237,000
Q2 2019

Jul 26, 2019

BUY
N/A
54 Added 3.64%
1,536 $204,000
Q1 2019

May 09, 2019

BUY
N/A
510 Added 52.47%
1,482 $192,000
Q4 2018

Feb 14, 2019

BUY
N/A
256 Added 35.75%
972 $114,000
Q3 2018

Nov 14, 2018

BUY
N/A
111 Added 18.35%
716 $84,000
Q2 2018

Aug 10, 2018

BUY
N/A
400 Added 195.12%
605 $70,000
Q1 2018

May 15, 2018

BUY
N/A
102 Added 99.03%
205 $23,000
Q4 2017

Feb 13, 2018

BUY
N/A
103
103 $12,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. 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 Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.