Joule Financial, LLC Vanguard Utilities ETF Transaction History

Joule Financial, LLC

  • $280 Million
  • Q4 2024

A detailed history of Joule Financial, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Joule Financial, LLC holds 12,750 shares of VPU stock, worth $2.21 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,750
Previous 11,851 7.59%
Holding current value
$2.21 Million
Previous $2.06 Million 1.02%
% of portfolio
0.74%
Previous 0.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$160.52 - $179.11 $144,307 - $161,019
899 Added 7.59%
12,750 $2.08 Million
Q3 2024

Oct 17, 2024
BUY
$146.64 - $174.54 $962,984 - $1.15 Million
6,567 Added 124.28%
11,851 $2.06 Million
Q2 2024

Oct 17, 2024
BUY
$136.04 - $157.94 $3,128 - $3,632
23 Added 0.44%
5,284 $781,000
Q1 2024

Oct 17, 2024
BUY
$129.56 - $142.58 $681,615 - $750,113
5,261 New
5,261 $750,000
Q4 2023

Jan 11, 2024
SELL
$121.65 - $142.23 $158,388 - $185,183
-1,302 Reduced 20.2%
5,143 $704,000
Q3 2023

Oct 26, 2023
BUY
$127.23 - $148.54 $45,802 - $53,474
360 Added 5.92%
6,445 $821,000
Q2 2023

Jul 14, 2023
BUY
$140.07 - $152.05 $852,325 - $925,224
6,085 New
6,085 $865,000
Q4 2022

Jan 13, 2023
SELL
$134.2 - $158.16 $31,402 - $37,009
-234 Reduced 5.95%
3,701 $0
Q3 2022

Oct 19, 2022
BUY
$142.26 - $169.41 $12,234 - $14,569
86 Added 2.23%
3,935 $560,000
Q2 2022

Jul 19, 2022
BUY
$141.44 - $166.95 $544,402 - $642,590
3,849 New
3,849 $586,000

Others Institutions Holding VPU

# of Institutions
642
Shares Held
18.1M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Joule Financial, LLC Portfolio

Follow Joule Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email