Ever Source Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

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 325 shares of VPU stock, worth $47,905. This represents 0.0% of its overall portfolio holdings.

Number of Shares
325
Previous 138 135.51%
Holding current value
$47,905
Previous $19,000 142.11%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
46 New
46 $7,000

Others Institutions Holding VPU

# of Institutions
518
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email