Gradient Investments LLC Vanguard Utilities ETF Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$121.65 - $142.23 $6,325 - $7,395	-52 Reduced 41.27%	74 $10,000
Q3 2023 Oct 27, 2023	BUY	$127.23 - $148.54 $6,615 - $7,724	52 Added 70.27%	126 $16,000
Q1 2023 Apr 17, 2023	SELL	$139.89 - $156.95 $6,994 - $7,847	-50 Reduced 40.32%	74 $10,000
Q4 2022 Jan 10, 2023	BUY	$134.2 - $158.16 $9,930 - $11,703	74 Added 148.0%	124 $0
Q2 2021 Jul 12, 2021	SELL	$138.76 - $148.08 $5,689 - $6,071	-41 Reduced 45.05%	50 $7,000
Q1 2021 Apr 21, 2021	SELL	$128.27 - $140.64 $28,989 - $31,784	-226 Reduced 71.29%	91 $13,000
Q1 2020 Apr 07, 2020	BUY	$98.62 - $156.1 $22,583 - $35,746	229 Added 260.23%	317 $39,000
Q4 2019 Jan 15, 2020	BUY	$136.01 - $143.77 $5,168 - $5,463	38 Added 76.0%	88 $13,000
Q4 2018 Jan 18, 2019	SELL	N/A	-144 Reduced 74.23%	50 $6,000
Q3 2018 Oct 11, 2018	BUY	N/A	144 Added 288.0%	194 $23,000
Q2 2018 Aug 09, 2018	SELL	N/A	-93 Reduced 65.03%	50 $6,000
Q1 2018 Apr 11, 2018	BUY	N/A	1 Added 0.7%	143 $16,000
Q4 2017 Feb 07, 2018	BUY	N/A	142	142 $17,000

Others Institutions Holding VPU

# of Institutions

593

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

About VANGUARD UTILITIES ETF

Ticker VPU
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