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 973 shares of VPU stock, worth $144,344. This represents 0.05% of its overall portfolio holdings.

Number of Shares
973
Previous 1,141 14.72%
Holding current value
$144,344
Previous $156,000 11.54%
% of portfolio
0.05%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$143.55 - $158.16 $9,330 - $10,280
-65 Reduced 8.55%
695 $106,000
Q2 2021

Jul 21, 2021

SELL
N/A
-70 Reduced 8.43%
760 $105,000
Q1 2021

Apr 15, 2021

SELL
N/A
-100 Reduced 10.75%
830 $117,000
Q4 2019

Feb 03, 2020

BUY
N/A
930 New
930 $133,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.