Marshall Financial Group LLC Vanguard Utilities ETF Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$139.89 - $156.95 $61,131 - $68,587	437 Added 20.12%	2,609 $384,000
Q4 2022 Feb 01, 2023	SELL	$134.2 - $158.16 $3,891 - $4,586	-29 Reduced 1.32%	2,172 $333,000
Q3 2022 Oct 12, 2022	SELL	$142.26 - $169.41 $1,138 - $1,355	-8 Reduced 0.36%	2,201 $313,000
Q2 2022 Jul 25, 2022	SELL	$141.44 - $166.95 $9,052 - $10,684	-64 Reduced 2.82%	2,209 $336,000
Q1 2022 May 10, 2022	SELL	$141.64 - $162.04 $2,407 - $2,754	-17 Reduced 0.74%	2,273 $368,000
Q4 2021 Jan 27, 2022	BUY	$139.21 - $156.4 $2,088 - $2,346	15 Added 0.66%	2,290 $358,000
Q3 2021 Oct 28, 2021	SELL	$139.14 - $152.64 $27,410 - $30,070	-197 Reduced 7.97%	2,275 $316,000
Q2 2021 Jul 14, 2021	BUY	$138.76 - $148.08 $8,048 - $8,588	58 Added 2.4%	2,472 $343,000
Q1 2021 Apr 20, 2021	BUY	$128.27 - $140.64 $40,276 - $44,160	314 Added 14.95%	2,414 $339,000
Q4 2020 Jan 29, 2021	BUY	$130.28 - $145.52 $273,588 - $305,592	2,100 New	2,100 $288,000

Others Institutions Holding VPU

# of Institutions

572

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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