Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Allied Investment Advisors, LLC

$526 Million
Q1 2025

A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 137,094 shares of VPU stock, worth $25.2 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

137,094

Previous 131,283 4.43%

Holding current value

$25.2 Million

Previous $21.5 Million 8.01%

% of portfolio

4.4%

Previous 4.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$161.24 - $173.33 $936,965 - $1.01 Million	5,811 Added 4.43%	137,094 $23.2 Million
Q4 2024 Jan 31, 2025	SELL	$160.52 - $179.11 $155,062 - $173,020	-966 Reduced 0.73%	131,283 $21.5 Million
Q3 2024 Oct 04, 2024	BUY	$146.64 - $174.54 $194,151 - $231,090	1,324 Added 1.01%	132,249 $23 Million
Q2 2024 Jul 12, 2024	BUY	$136.04 - $157.94 $546,608 - $634,602	4,018 Added 3.17%	130,925 $19.4 Million
Q1 2024 Apr 11, 2024	BUY	$129.56 - $142.58 $1.31 Million - $1.44 Million	10,099 Added 8.65%	126,907 $18.1 Million
Q4 2023 Jan 09, 2024	BUY	$121.65 - $142.23 $1.52 Million - $1.78 Million	12,490 Added 11.97%	116,808 $16 Million
Q3 2023 Oct 05, 2023	BUY	$127.23 - $148.54 $13.3 Million - $15.5 Million	104,318 New	104,318 $13.3 Million

Others Institutions Holding VPU

# of Institutions

670

Shares Held

13M

Call Options Held

60.9K

Put Options Held

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History