Colonial River Wealth Management, LLC Vanguard Utilities ETF Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,239 shares of VPU stock, worth $218,125. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,239
Holding current value
$218,125
% of portfolio
0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$146.64 - $174.54 $181,686 - $216,255
1,239 New
1,239 $215,000
Q4 2023

Jan 23, 2024
SELL
$121.65 - $142.23 $319,209 - $373,211
-2,624 Reduced 62.34%
1,585 $217,000
Q3 2023

Nov 03, 2023
BUY
$127.23 - $148.54 $10,687 - $12,477
84 Added 2.04%
4,209 $536,000
Q2 2023

Aug 08, 2023
BUY
$140.07 - $152.05 $9,244 - $10,035
66 Added 1.63%
4,125 $586,000
Q1 2023

May 04, 2023
BUY
$139.89 - $156.95 $567,813 - $637,060
4,059 New
4,059 $598,000

Others Institutions Holding VPU

# of Institutions
593
Shares Held
12.3M
Call Options Held
39.2K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

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