Beam Wealth Advisors, Inc. Vanguard Utilities ETF Transaction History

Beam Wealth Advisors, Inc.

  • $166 Million
  • Q1 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 2,168 shares of VPU stock, worth $321,904. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,168
Previous 1,522 42.44%
Holding current value
$321,904
Previous $208,000 48.56%
% of portfolio
0.19%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$129.56 - $142.58 $83,695 - $92,106
646 Added 42.44%
2,168 $309,000
Q4 2023

Jan 30, 2024
BUY
$121.65 - $142.23 $185,151 - $216,474
1,522 New
1,522 $208,000
Q3 2020

Oct 07, 2020
SELL
N/A
-2,601 Closed
0 $0
Q2 2020

Jul 07, 2020
SELL
N/A
-2,560 Reduced 49.6%
2,601 $326,000
Q1 2020

Apr 08, 2020
BUY
N/A
2,065 Added 66.7%
5,161 $629,000
Q4 2019

Feb 14, 2020
BUY
N/A
3,096 New
3,096 $442,000

Others Institutions Holding VPU

# of Institutions
520
Shares Held
12M
Call Options Held
51.1K
Put Options Held
16.2K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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