Swisher Financial Concepts, Inc. Vanguard Utilities ETF Transaction History

Swisher Financial Concepts, Inc.

$140 Million
Q2 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 1,700 shares of VPU stock, worth $327,811. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,700

Previous 1,697 0.18%

Holding current value

$327,811

Previous $286,000 4.9%

% of portfolio

0.21%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$158.36 - $178.82 $475 - $536	3 Added 0.18%	1,700 $300,000
Q1 2025 Apr 09, 2025	BUY	$161.24 - $173.33 $74,492 - $80,078	462 Added 37.41%	1,697 $286,000
Q4 2024 Feb 13, 2025	SELL	$160.52 - $179.11 $399,373 - $445,625	-2,488 Reduced 66.83%	1,235 $201,000
Q3 2024 Nov 05, 2024	BUY	$146.64 - $174.54 $275,683 - $328,135	1,880 Added 102.01%	3,723 $603,000
Q2 2024 Jul 22, 2024	SELL	$136.04 - $157.94 $5,577 - $6,475	-41 Reduced 2.18%	1,843 $272,000
Q1 2024 Apr 23, 2024	BUY	$129.56 - $142.58 $388 - $427	3 Added 0.16%	1,884 $265,000
Q4 2023 Feb 13, 2024	BUY	$121.65 - $142.23 $228,823 - $267,534	1,881 New	1,881 $257,000

Others Institutions Holding VPU

# of Institutions

691

Shares Held

13.9M

Call Options Held

43.8K

Put Options Held

9.6K

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Swisher Financial Concepts, Inc. Vanguard Utilities ETF Transaction History