Founders Financial Alliance, LLC Vanguard Utilities ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 4,796 shares of VPU stock, worth $817,190. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,796

Previous 4,790 0.13%

Holding current value

$817,190

Previous $833,000 6.0%

% of portfolio

0.22%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$160.52 - $179.11 $963 - $1,074	6 Added 0.13%	4,796 $783,000
Q3 2024 Nov 01, 2024	BUY	$146.64 - $174.54 $439 - $523	3 Added 0.06%	4,790 $833,000
Q2 2024 Aug 23, 2024	SELL	$136.04 - $157.94 $230,723 - $267,866	-1,696 Reduced 26.16%	4,787 $708,000
Q1 2024 May 14, 2024	BUY	$129.56 - $142.58 $388 - $427	3 Added 0.05%	6,483 $924,000
Q4 2023 Feb 09, 2024	SELL	$121.65 - $142.23 $60,581 - $70,830	-498 Reduced 7.14%	6,480 $888,000
Q3 2023 Nov 13, 2023	BUY	$127.23 - $148.54 $254 - $297	2 Added 0.03%	6,978 $889,000
Q1 2023 May 15, 2023	BUY	$139.89 - $156.95 $279 - $313	2 Added 0.03%	6,976 $1.03 Million
Q4 2022 Feb 15, 2023	BUY	$134.2 - $158.16 $671 - $790	5 Added 0.07%	6,974 $1.07 Million
Q2 2022 Aug 15, 2022	BUY	$141.44 - $166.95 $282 - $333	2 Added 0.03%	6,969 $1.06 Million
Q1 2022 May 12, 2022	SELL	$141.64 - $162.04 $12,322 - $14,097	-87 Reduced 1.23%	6,967 $1.13 Million
Q4 2021 Feb 14, 2022	BUY	$139.21 - $156.4 $835 - $938	6 Added 0.09%	7,054 $1.1 Million
Q3 2021 Nov 15, 2021	SELL	$139.14 - $152.64 $47,446 - $52,050	-341 Reduced 4.61%	7,048 $981,000
Q2 2021 Aug 02, 2021	BUY	$138.76 - $148.08 $416 - $444	3 Added 0.04%	7,389 $1.03 Million
Q1 2021 May 14, 2021	BUY	$128.27 - $140.64 $384 - $421	3 Added 0.04%	7,386 $1.05 Million
Q4 2020 Feb 04, 2021	BUY	$130.28 - $145.52 $390 - $436	3 Added 0.04%	7,383 $1.01 Million
Q3 2020 Nov 13, 2020	BUY	$124.0 - $134.49 $915,120 - $992,536	7,380 New	7,380 $952,000

Others Institutions Holding VPU

# of Institutions

646

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
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Founders Financial Alliance, LLC Vanguard Utilities ETF Transaction History