A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 9,290 shares of VPU stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,290
Previous 15,718 40.9%
Holding current value
$1.56 Million
Previous $2.24 Million 38.69%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$136.04 - $157.94 $874,465 - $1.02 Million
-6,428 Reduced 40.9%
9,290 $1.37 Million
Q1 2024

May 14, 2024

BUY
$129.56 - $142.58 $1.73 Million - $1.9 Million
13,338 Added 560.42%
15,718 $2.24 Million
Q4 2023

Feb 08, 2024

SELL
$121.65 - $142.23 $15,206 - $17,778
-125 Reduced 4.99%
2,380 $326,000
Q3 2023

Nov 14, 2023

BUY
$127.23 - $148.54 $15,140 - $17,676
119 Added 4.99%
2,505 $319,000
Q1 2023

May 12, 2023

BUY
$139.89 - $156.95 $1,119 - $1,255
8 Added 0.34%
2,386 $351,000
Q4 2022

Feb 14, 2023

SELL
$134.2 - $158.16 $17,580 - $20,718
-131 Reduced 5.22%
2,378 $364,000
Q3 2022

Nov 09, 2022

SELL
$142.26 - $169.41 $126,042 - $150,097
-886 Reduced 26.1%
2,509 $358,000
Q2 2022

Aug 11, 2022

SELL
$141.44 - $166.95 $839,304 - $990,681
-5,934 Reduced 63.61%
3,395 $516,000
Q1 2022

May 17, 2022

BUY
$141.64 - $162.04 $1.32 Million - $1.51 Million
9,329 New
9,329 $1.51 Million

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.