A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 2,898 shares of VPU stock, worth $510,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,898
Previous 2,898 -0.0%
Holding current value
$510,192
Previous $427,000 3.51%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

BUY
$139.89 - $156.95 $2,378 - $2,668
17 Added 0.59%
2,898 $427,000
Q4 2022

Jan 25, 2023

BUY
$134.2 - $158.16 $4,697 - $5,535
35 Added 1.23%
2,881 $442,000
Q2 2022

Aug 04, 2022

BUY
$141.44 - $166.95 $1,980 - $2,337
14 Added 0.49%
2,846 $434,000
Q1 2022

May 13, 2022

BUY
$141.64 - $162.04 $1,841 - $2,106
13 Added 0.46%
2,832 $458,000
Q4 2021

Jan 26, 2022

BUY
$139.21 - $156.4 $4,454 - $5,004
32 Added 1.15%
2,819 $441,000
Q2 2021

Aug 16, 2021

BUY
$138.76 - $148.08 $1,942 - $2,073
14 Added 0.5%
2,787 $387,000
Q1 2021

May 06, 2021

BUY
$128.27 - $140.64 $1,795 - $1,968
14 Added 0.51%
2,773 $390,000
Q4 2020

Feb 16, 2021

BUY
$130.28 - $145.52 $2,605 - $2,910
20 Added 0.73%
2,759 $379,000
Q3 2020

Nov 16, 2020

BUY
$124.0 - $134.49 $339,636 - $368,368
2,739 New
2,739 $354,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.