Arkadios Wealth Advisors Vanguard Utilities ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$139.89 - $156.95 $201,301 - $225,851	1,439 New	1,439 $212,000
Q3 2022 Oct 21, 2022	SELL	$142.26 - $169.41 $93,891 - $111,810	-660 Reduced 24.06%	2,083 $296,000
Q2 2022 Jul 14, 2022	BUY	$141.44 - $166.95 $125,315 - $147,917	886 Added 47.71%	2,743 $418,000
Q1 2022 May 02, 2022	SELL	$141.64 - $162.04 $35,268 - $40,347	-249 Reduced 11.82%	1,857 $300,000
Q4 2021 Feb 03, 2022	SELL	$139.21 - $156.4 $81,994 - $92,119	-589 Reduced 21.86%	2,106 $329,000
Q3 2021 Oct 19, 2021	SELL	$139.14 - $152.64 $16,140 - $17,706	-116 Reduced 4.13%	2,695 $375,000
Q2 2021 Jul 28, 2021	BUY	$138.76 - $148.08 $366,187 - $390,783	2,639 Added 1534.3%	2,811 $390,000
Q1 2021 Apr 26, 2021	BUY	$128.27 - $140.64 $3,976 - $4,359	31 Added 21.99%	172 $24,000
Q4 2020 Feb 09, 2021	SELL	$130.28 - $145.52 $74,911 - $83,674	-575 Reduced 80.31%	141 $19,000
Q3 2020 Nov 10, 2020	BUY	$124.0 - $134.49 $29,760 - $32,277	240 Added 50.42%	716 $99.4 Million
Q2 2020 Aug 10, 2020	BUY	$113.96 - $138.05 $54,244 - $65,711	476 New	476 $60.8 Million
Q1 2020 May 14, 2020	SELL	$98.62 - $156.1 $7,396 - $11,707	-75 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$136.01 - $143.77 $10,200 - $10,782	75 New	75 $0

Others Institutions Holding VPU

# of Institutions

572

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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