Financial Advocates Investment Management Vanguard Utilities ETF Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 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 19,185 shares of VPU stock, worth $3.32 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

19,185

Previous 21,896 12.38%

Holding current value

$3.32 Million

Previous $3.81 Million 17.72%

% of portfolio

0.18%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$160.52 - $179.11 $435,169 - $485,567	-2,711 Reduced 12.38%	19,185 $3.14 Million
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

642

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

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About VANGUARD UTILITIES ETF

Ticker VPU
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Financial Advocates Investment Management Vanguard Utilities ETF Transaction History