Navis Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Navis Wealth Advisors, LLC

  • $99.6 Million
  • Q1 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,000 shares of VPU stock, worth $846,750. This represents 0.86% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$846,750
Previous $817,000 4.53%
% of portfolio
0.86%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$146.64 - $174.54 $36,513 - $43,460
249 Added 5.24%
5,000 $870,000
Q2 2021

Aug 16, 2021
BUY
$138.76 - $148.08 $832 - $888
6 Added 0.13%
4,751 $659,000
Q4 2020

Mar 04, 2021
BUY
$130.28 - $145.52 $618,178 - $690,492
4,745 New
4,745 $651,000

Others Institutions Holding VPU

# of Institutions
653
Shares Held
13.7M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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