Arete Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	SELL	$139.89 - $156.95 $57,634 - $64,663	-412 Reduced 11.66%	3,122 $460,000
Q4 2022 Feb 06, 2023	BUY	$134.2 - $158.16 $103,468 - $121,941	771 Added 27.9%	3,534 $541,000
Q3 2022 Nov 07, 2022	BUY	$142.26 - $169.41 $172,703 - $205,663	1,214 Added 78.37%	2,763 $393,000
Q2 2022 Aug 15, 2022	BUY	$141.44 - $166.95 $219,090 - $258,605	1,549 New	1,549 $237,000
Q1 2021 May 10, 2021	SELL	$128.27 - $140.64 $219,341 - $240,494	-1,710 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$130.28 - $145.52 $222,778 - $248,839	1,710 New	1,710 $234,000
Q4 2019 Feb 14, 2020	SELL	$136.01 - $143.77 $844,894 - $893,099	-6,212 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$138.86 - $144.54 $862,598 - $897,882	6,212 New	6,212 $892,000

Others Institutions Holding VPU

# of Institutions

595

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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