Financial Advocates Investment Management Vanguard Utilities ETF Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 21,896 shares of VPU stock, worth $3.58 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

21,896

Previous 19,151 14.33%

Holding current value

$3.58 Million

Previous $2.83 Million 34.53%

% of portfolio

0.21%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$146.64 - $174.54 $402,526 - $479,112	2,745 Added 14.33%	21,896 $3.81 Million
Q2 2024 Jul 26, 2024	BUY	$136.04 - $157.94 $112,913 - $131,090	830 Added 4.53%	19,151 $2.83 Million
Q1 2024 May 01, 2024	BUY	$129.56 - $142.58 $2.37 Million - $2.61 Million	18,321 New	18,321 $2.61 Million
Q4 2021 Feb 14, 2022	SELL	$139.21 - $156.4 $212,156 - $238,353	-1,524 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$139.14 - $152.64 $68,735 - $75,404	494 Added 47.96%	1,524 $212,000
Q4 2018 Feb 14, 2019	BUY	N/A	12 Added 1.18%	1,030 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,018 New	1,018 $0
Q1 2018 May 11, 2018	SELL	N/A	-1,807 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1,807	1,807 $211,000

Others Institutions Holding VPU

# of Institutions

596

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Vanguard Utilities ETF Transaction History