Kestra Private Wealth Services, LLC Vanguard Utilities ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,657 shares of VPU stock, worth $782,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,657
Previous 4,477 4.02%
Holding current value
$782,655
Previous $779,000 2.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$160.52 - $179.11 $28,893 - $32,239
180 Added 4.02%
4,657 $761,000
Q3 2024

Nov 13, 2024
BUY
$146.64 - $174.54 $179,340 - $213,462
1,223 Added 37.58%
4,477 $779,000
Q2 2024

Aug 12, 2024
SELL
$136.04 - $157.94 $5,577 - $6,475
-41 Reduced 1.24%
3,254 $481,000
Q1 2024

May 02, 2024
BUY
$129.56 - $142.58 $49,880 - $54,893
385 Added 13.23%
3,295 $469,000
Q4 2023

Feb 05, 2024
BUY
$121.65 - $142.23 $354,001 - $413,889
2,910 New
2,910 $398,000

Others Institutions Holding VPU

# of Institutions
612
Shares Held
12.5M
Call Options Held
39.4K
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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