Atticus Wealth Management, LLC Vanguard Utilities ETF Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 780 shares of VPU stock, worth $137,319. This represents 0.05% of its overall portfolio holdings.

Number of Shares

780

Previous 795 1.89%

Holding current value

$137,319

Previous $117,000 15.38%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$146.64 - $174.54 $2,199 - $2,618	-15 Reduced 1.89%	780 $135,000
Q2 2024 Jul 17, 2024	SELL	$136.04 - $157.94 $24,215 - $28,113	-178 Reduced 18.29%	795 $117,000
Q1 2024 Apr 17, 2024	SELL	$129.56 - $142.58 $21,766 - $23,953	-168 Reduced 14.72%	973 $138,000
Q4 2023 Jan 17, 2024	BUY	$121.65 - $142.23 $22,018 - $25,743	181 Added 18.85%	1,141 $156,000
Q3 2023 Nov 15, 2023	BUY	$127.23 - $148.54 $8,269 - $9,655	65 Added 7.26%	960 $122,000
Q2 2023 Jul 20, 2023	BUY	$140.07 - $152.05 $28,014 - $30,410	200 Added 28.78%	895 $127,000
Q4 2022 Jan 31, 2023	SELL	$134.2 - $158.16 $8,723 - $10,280	-65 Reduced 8.55%	695 $106,000
Q2 2021 Jul 21, 2021	SELL	$138.76 - $148.08 $9,713 - $10,365	-70 Reduced 8.43%	760 $105,000
Q1 2021 Apr 15, 2021	SELL	$128.27 - $140.64 $12,827 - $14,063	-100 Reduced 10.75%	830 $117,000
Q4 2019 Feb 03, 2020	BUY	$136.01 - $143.77 $126,489 - $133,706	930 New	930 $133,000

Others Institutions Holding VPU

# of Institutions

593

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Atticus Wealth Management, LLC Vanguard Utilities ETF Transaction History