Ever Source Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 375 shares of VPU stock, worth $75,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares

375

Previous 325 15.38%

Holding current value

$75,765

Previous $55,000 20.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$158.36 - $178.82 $7,918 - $8,941	50 Added 15.38%	375 $66,000
Q1 2024 Jun 11, 2024	BUY	$129.56 - $142.58 $24,227 - $26,662	187 Added 135.51%	325 $46,000
Q4 2023 Feb 09, 2024	SELL	$121.65 - $142.23 $41,969 - $49,069	-345 Reduced 71.43%	138 $18,000
Q3 2023 Nov 03, 2023	BUY	$127.23 - $148.54 $43,894 - $51,246	345 Added 250.0%	483 $61,000
Q2 2023 Aug 04, 2023	SELL	$140.07 - $152.05 $12,606 - $13,684	-90 Reduced 39.47%	138 $19,000
Q1 2023 May 11, 2023	BUY	$139.89 - $156.95 $31,894 - $35,784	228 New	228 $33,000
Q3 2022 Nov 07, 2022	BUY	$142.26 - $169.41 $6,543 - $7,792	46 New	46 $7,000

Others Institutions Holding VPU

# of Institutions

694

Shares Held

13.8M

Call Options Held

43.8K

Put Options Held

9.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Ever Source Wealth Advisors, LLC Vanguard Utilities ETF Transaction History