Hutchens & Kramer Investment Management Group, LLC Vanguard Utilities ETF Transaction History

Hutchens & Kramer Investment Management Group, LLC

$162 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$143.55 - $158.16 $315,810 - $347,952	-2,200 Reduced 51.64%	2,060 $315,000
Q3 2022 Nov 14, 2022	SELL	N/A	-10,444 Reduced 71.03%	4,260 $624,000
Q2 2022 Aug 15, 2022	BUY	N/A	7,918 Added 116.68%	14,704 $2.3 Million
Q1 2022 May 16, 2022	BUY	N/A	44 Added 0.65%	6,786 $1.11 Million
Q4 2021 May 16, 2022	BUY	N/A	6,742 New	6,742 $1.05 Million

Others Institutions Holding VPU

# of Institutions

519

Shares Held

12M

Call Options Held

51.1K

Put Options Held

16.2K

Beacon Capital Management, Inc.

1.17M
Shares

$174 Million
7.17% of portfolio
Morgan Stanley New York, NY

959K
Shares

$142 Million
0.01% of portfolio
Envestnet Asset Management Inc

737K
Shares

$109 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

613K
Shares

$90.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

551K
Shares

$81.8 Million
0.04% of portfolio

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
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