Plante Moran Financial Advisors, LLC Vanguard Utilities ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 242 shares of VPU stock, worth $41,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares
242
Previous 179 35.2%
Holding current value
$41,933
Previous $31,000 25.81%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$160.52 - $179.11 $10,112 - $11,283
63 Added 35.2%
242 $39,000
Q3 2024

Oct 30, 2024
BUY
$146.64 - $174.54 $10,558 - $12,566
72 Added 67.29%
179 $31,000
Q2 2024

Aug 12, 2024
SELL
$136.04 - $157.94 $2,176 - $2,527
-16 Reduced 13.01%
107 $15,000
Q1 2024

May 09, 2024
BUY
$129.56 - $142.58 $2,072 - $2,281
16 Added 14.95%
123 $17,000
Q3 2022

Nov 02, 2022
BUY
$142.26 - $169.41 $15,221 - $18,126
107 New
107 $15,000
Q3 2021

Nov 08, 2021
SELL
$139.14 - $152.64 $55,655 - $61,055
-400 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$138.76 - $148.08 $55,504 - $59,232
400 New
400 $56,000
Q2 2020

Aug 10, 2020
SELL
$113.96 - $138.05 $38,290 - $46,384
-336 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$98.62 - $156.1 $6,706 - $10,614
68 Added 25.37%
336 $41,000
Q4 2019

Feb 14, 2020
SELL
$136.01 - $143.77 $9,656 - $10,207
-71 Reduced 20.94%
268 $38,000
Q1 2019

May 13, 2019
SELL
N/A
-93 Reduced 21.53%
339 $44,000
Q4 2018

Jan 29, 2019
BUY
N/A
25 Added 6.14%
432 $51,000
Q3 2017

Nov 08, 2017
BUY
N/A
407
407 $48,000

Others Institutions Holding VPU

# of Institutions
642
Shares Held
18.1M
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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