A detailed history of Montag A & Associates Inc transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 1,632 shares of VPU stock, worth $242,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,632
Previous 1,632 -0.0%
Holding current value
$242,107
Previous $223,000 4.04%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$121.65 - $142.23 $131,503 - $153,750
1,081 Added 196.19%
1,632 $223,000
Q3 2021

Nov 08, 2021

BUY
N/A
551 New
551 $77,000
Q1 2021

May 14, 2021

SELL
N/A
-140 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
N/A
140 New
140 $19,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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