Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Utilities ETF Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$340 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	N/A	-3,102 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	N/A	-48 Reduced 1.52%	3,102 $430,000
Q1 2021 Apr 14, 2021	BUY	N/A	3,150 New	3,150 $443,000

Others Institutions Holding VPU

# of Institutions

520

Shares Held

12M

Call Options Held

51.1K

Put Options Held

16.2K

Beacon Capital Management, Inc.

1.17M
Shares

$174 Million
7.17% of portfolio
Morgan Stanley New York, NY

959K
Shares

$142 Million
0.01% of portfolio
Envestnet Asset Management Inc

737K
Shares

$109 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

613K
Shares

$90.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

551K
Shares

$81.8 Million
0.04% of portfolio

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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