A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 250 shares of VPU stock, worth $37,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares
250
Previous 250 -0.0%
Holding current value
$37,087
Previous $34,000 2.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 10, 2024

SELL
$121.65 - $142.23 $17,882 - $20,907
-147 Reduced 37.03%
250 $34,000
Q3 2023

Oct 10, 2023

SELL
$127.23 - $148.54 $11,832 - $13,814
-93 Reduced 18.98%
397 $50,000
Q2 2022

Jul 13, 2022

BUY
N/A
250 Added 104.17%
490 $74,000
Q4 2020

Mar 10, 2021

BUY
N/A
240 New
240 $33,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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