Cedar Wealth Management, LLC Vanguard Utilities ETF Transaction History

Cedar Wealth Management, LLC

$276 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$146.64 - $174.54 $44,871 - $53,409	-306 Reduced 66.67%	153 $26,000
Q2 2024 Aug 12, 2024	SELL	$136.04 - $157.94 $2,176 - $2,527	-16 Reduced 3.37%	459 $67,000
Q1 2024 May 13, 2024	BUY	$129.56 - $142.58 $13,992 - $15,398	108 Added 29.43%	475 $67,000
Q4 2023 Feb 13, 2024	BUY	$121.65 - $142.23 $10,096 - $11,805	83 Added 29.23%	367 $50,000
Q3 2023 Oct 27, 2023	BUY	$127.23 - $148.54 $25,954 - $30,302	204 Added 255.0%	284 $36,000
Q2 2023 Aug 11, 2023	SELL	$140.07 - $152.05 $4,482 - $4,865	-32 Reduced 28.57%	80 $11,000
Q1 2023 May 12, 2023	BUY	$139.89 - $156.95 $1,818 - $2,040	13 Added 13.13%	112 $16,000
Q4 2022 Feb 14, 2023	BUY	$134.2 - $158.16 $2,818 - $3,321	21 Added 26.92%	99 $15,000
Q3 2022 Nov 10, 2022	BUY	$142.26 - $169.41 $11,096 - $13,213	78 New	78 $11,000

Others Institutions Holding VPU

# of Institutions

646

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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