Meridian Financial Partners LLC Vanguard Utilities ETF Transaction History

Meridian Financial Partners LLC

$189 Million
Q4 2024

A detailed history of Meridian Financial Partners LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 3,092 shares of VPU stock, worth $526,845. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,092

Previous 2,691 14.9%

Holding current value

$526,845

Previous $468,000 7.91%

% of portfolio

0.27%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$160.52 - $179.11 $64,368 - $71,823	401 Added 14.9%	3,092 $505,000
Q2 2024 Jul 19, 2024	SELL	$136.04 - $157.94 $3,264 - $3,790	-24 Reduced 0.88%	2,691 $410,000
Q1 2024 Apr 17, 2024	BUY	$129.56 - $142.58 $14,251 - $15,683	110 Added 4.22%	2,715 $369,000
Q4 2023 Jan 19, 2024	SELL	$121.65 - $142.23 $21,775 - $25,459	-179 Reduced 6.43%	2,605 $343,000
Q3 2023 Oct 20, 2023	SELL	$127.23 - $148.54 $6,361 - $7,427	-50 Reduced 1.76%	2,784 $353,000
Q2 2023 Jul 24, 2023	SELL	$140.07 - $152.05 $76,898 - $83,475	-549 Reduced 16.23%	2,834 $415,000
Q1 2023 Apr 19, 2023	SELL	$139.89 - $156.95 $10,911 - $12,242	-78 Reduced 2.25%	3,383 $507,000
Q4 2022 Jan 20, 2023	BUY	$134.2 - $158.16 $13,822 - $16,290	103 Added 3.07%	3,461 $519,000
Q3 2022 Oct 24, 2022	BUY	$142.26 - $169.41 $10,954 - $13,044	77 Added 2.35%	3,358 $455,000
Q2 2022 Jul 29, 2022	BUY	$141.44 - $166.95 $83,449 - $98,500	590 Added 21.92%	3,281 $506,000
Q1 2022 May 02, 2022	BUY	$141.64 - $162.04 $5,099 - $5,833	36 Added 1.36%	2,691 $435,000
Q4 2021 Jan 27, 2022	SELL	$139.21 - $156.4 $25,057 - $28,152	-180 Reduced 6.35%	2,655 $400,000
Q2 2021 Jul 21, 2021	BUY	$138.76 - $148.08 $393,384 - $419,806	2,835 New	2,835 $406,000
Q1 2021 Apr 21, 2021	SELL	$128.27 - $140.64 $463,696 - $508,413	-3,615 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$130.28 - $145.52 $269,549 - $301,080	2,069 Added 133.83%	3,615 $500,000
Q3 2020 Nov 02, 2020	BUY	$124.0 - $134.49 $191,704 - $207,921	1,546 New	1,546 $217,000
Q1 2020 Apr 21, 2020	SELL	$98.62 - $156.1 $141,815 - $224,471	-1,438 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$136.01 - $143.77 $195,582 - $206,741	1,438 New	1,438 $203,000

Others Institutions Holding VPU

# of Institutions

646

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
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Meridian Financial Partners LLC Vanguard Utilities ETF Transaction History