First Purpose Wealth LLC Vanguard Utilities ETF Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 3,811 shares of VPU stock, worth $623,403. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,811
Previous 2,716 40.32%
Holding current value
$623,403
Previous $372,000 45.97%
% of portfolio
0.2%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$129.56 - $142.58 $141,868 - $156,125
1,095 Added 40.32%
3,811 $543,000
Q4 2023

Apr 22, 2024
BUY
$121.65 - $142.23 $78,707 - $92,022
647 Added 31.27%
2,716 $372,000
Q3 2023

Oct 30, 2023
SELL
$127.23 - $148.54 $6,743 - $7,872
-53 Reduced 2.5%
2,069 $263,000
Q2 2023

Jul 21, 2023
BUY
$140.07 - $152.05 $72,416 - $78,609
517 Added 32.21%
2,122 $301,000
Q1 2023

May 03, 2023
BUY
$139.89 - $156.95 $15,108 - $16,950
108 Added 7.21%
1,605 $236,000
Q4 2022

Jan 26, 2023
BUY
$134.2 - $158.16 $8,320 - $9,805
62 Added 4.32%
1,497 $0
Q3 2022

Oct 24, 2022
BUY
$142.26 - $169.41 $4,125 - $4,912
29 Added 2.06%
1,435 $204,000
Q2 2022

Jul 25, 2022
SELL
$141.44 - $166.95 $108,060 - $127,549
-764 Reduced 35.21%
1,406 $214,000
Q1 2022

Apr 18, 2022
BUY
$141.64 - $162.04 $60,763 - $69,515
429 Added 24.64%
2,170 $351,000
Q4 2021

Feb 24, 2022
BUY
$139.21 - $156.4 $242,364 - $272,292
1,741 New
1,741 $272,000

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

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