A detailed history of Buckingham Strategic Wealth, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,002 shares of VPU stock, worth $445,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,002
Previous 3,765 20.27%
Holding current value
$445,346
Previous $516,000 17.05%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 09, 2024

SELL
$129.56 - $142.58 $98,854 - $108,788
-763 Reduced 20.27%
3,002 $428,000
Q4 2023

Feb 14, 2024

BUY
$121.65 - $142.23 $1,824 - $2,133
15 Added 0.4%
3,765 $516,000
Q3 2023

Nov 13, 2023

SELL
$127.23 - $148.54 $227,996 - $266,183
-1,792 Reduced 32.33%
3,750 $478,000
Q2 2023

Aug 11, 2023

BUY
$140.07 - $152.05 $250,305 - $271,713
1,787 Added 47.59%
5,542 $787,000
Q4 2022

Feb 13, 2023

BUY
$143.55 - $158.16 $14,211 - $15,657
99 Added 2.71%
3,755 $575,000
Q3 2022

Nov 07, 2022

SELL
N/A
-385 Reduced 9.53%
3,656 $520,000
Q2 2022

Aug 12, 2022

BUY
N/A
2 Added 0.05%
4,041 $616,000
Q1 2022

May 10, 2022

SELL
N/A
-198 Reduced 4.67%
4,039 $654,000
Q4 2021

Feb 09, 2022

SELL
N/A
-139 Reduced 3.18%
4,237 $663,000
Q3 2021

Nov 10, 2021

SELL
N/A
-710 Reduced 13.96%
4,376 $609,000
Q2 2021

Aug 06, 2021

BUY
N/A
510 Added 11.15%
5,086 $706,000
Q1 2021

Apr 30, 2021

SELL
N/A
-314 Reduced 6.42%
4,576 $643,000
Q4 2020

Feb 16, 2021

BUY
N/A
685 Added 16.29%
4,890 $671,000
Q3 2020

Nov 12, 2020

BUY
N/A
3 Added 0.07%
4,205 $543,000
Q2 2020

Aug 03, 2020

BUY
N/A
1,010 Added 31.64%
4,202 $520,000
Q1 2020

May 07, 2020

BUY
N/A
736 Added 29.97%
3,192 $389,000
Q4 2019

Feb 04, 2020

SELL
N/A
-498 Reduced 16.86%
2,456 $351,000
Q1 2019

May 02, 2019

SELL
N/A
-280 Reduced 8.66%
2,954 $383,000
Q2 2018

Aug 13, 2018

SELL
N/A
-977 Reduced 23.2%
3,234 $375,000
Q1 2018

May 14, 2018

SELL
N/A
-1,311 Reduced 23.74%
4,211 $471,000
Q4 2017

Feb 12, 2018

BUY
N/A
162 Added 3.02%
5,522 $644,000
Q3 2017

Nov 08, 2017

BUY
N/A
5,360
5,360 $626,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.