Venturi Wealth Management, LLC Vanguard Utilities ETF Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 367 shares of VPU stock, worth $54,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
367
Previous 11 3236.36%
Holding current value
$54,444
Previous $1,000 5100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$129.56 - $142.58 $46,123 - $50,758
356 Added 3236.36%
367 $52,000
Q4 2023

Jan 23, 2024
SELL
$121.65 - $142.23 $18,247 - $21,334
-150 Reduced 93.17%
11 $1,000
Q3 2023

Nov 02, 2023
BUY
$127.23 - $148.54 $16,285 - $19,013
128 Added 387.88%
161 $20,000
Q2 2023

Jul 24, 2023
SELL
$140.07 - $152.05 $72,696 - $78,913
-519 Reduced 94.02%
33 $4,000
Q1 2023

May 02, 2023
BUY
$139.89 - $156.95 $77,219 - $86,636
552 New
552 $81,000

Others Institutions Holding VPU

# of Institutions
519
Shares Held
12M
Call Options Held
51.1K
Put Options Held
16.2K
View Full List

About VANGUARD UTILITIES ETF

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