Meridian Wealth Management, LLC Vanguard Utilities ETF Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 2,994 shares of VPU stock, worth $502,213. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,994

Previous 2,902 3.17%

Holding current value

$502,213

Previous $505,000 3.17%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$160.52 - $179.11 $14,767 - $16,478	92 Added 3.17%	2,994 $489,000
Q3 2024 Nov 12, 2024	SELL	$146.64 - $174.54 $69,654 - $82,906	-475 Reduced 14.07%	2,902 $505,000
Q2 2024 Aug 08, 2024	BUY	$136.04 - $157.94 $459,407 - $533,363	3,377 New	3,377 $499,000
Q4 2023 Feb 08, 2024	SELL	$121.65 - $142.23 $55,594 - $64,999	-457 Reduced 14.37%	2,723 $373,000
Q3 2022 Nov 14, 2022	SELL	$142.26 - $169.41 $68,284 - $81,316	-480 Reduced 13.11%	3,180 $452,000
Q2 2022 Aug 05, 2022	BUY	$141.44 - $166.95 $64,779 - $76,463	458 Added 14.3%	3,660 $558,000
Q3 2021 Oct 15, 2021	BUY	$139.14 - $152.64 $13,774 - $15,111	99 Added 3.19%	3,202 $446,000
Q4 2020 Jan 19, 2021	BUY	$130.28 - $145.52 $404,258 - $451,548	3,103 New	3,103 $425,000

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
Sector ETFs
Industry ETFs

More about VPU

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Meridian Wealth Management, LLC Vanguard Utilities ETF Transaction History