One Charles Private Wealth Services, LLC Vanguard Utilities ETF Transaction History

One Charles Private Wealth Services, LLC

  • $287 Million
  • Q1 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,601 shares of VPU stock, worth $283,312. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,601
Previous 1,496 7.02%
Holding current value
$283,312
Previous $244,000 11.89%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$161.24 - $173.33 $16,930 - $18,199
105 Added 7.02%
1,601 $273,000
Q4 2024

Feb 11, 2025
BUY
$160.52 - $179.11 $8,507 - $9,492
53 Added 3.67%
1,496 $244,000
Q3 2024

Nov 12, 2024
SELL
$146.64 - $174.54 $14,957 - $17,803
-102 Reduced 6.6%
1,443 $251,000
Q2 2024

Aug 14, 2024
SELL
$136.04 - $157.94 $1,496 - $1,737
-11 Reduced 0.71%
1,545 $228,000
Q1 2024

May 14, 2024
BUY
$129.56 - $142.58 $201,595 - $221,854
1,556 New
1,556 $221,000

Others Institutions Holding VPU

# of Institutions
662
Shares Held
13.1M
Call Options Held
60.9K
Put Options Held
4K
View Full List

About VANGUARD UTILITIES ETF

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