Visionary Wealth Advisors Vanguard Utilities ETF Transaction History

Visionary Wealth Advisors

$1.44 Billion
Q1 2024

A detailed history of Visionary Wealth Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 19,258 shares of VPU stock, worth $2.84 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,258

Previous 11,045 74.36%

Holding current value

$2.84 Million

Previous $1.51 Million 81.43%

% of portfolio

0.19%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$129.56 - $142.58 $1.06 Million - $1.17 Million	8,213 Added 74.36%	19,258 $2.75 Million
Q4 2023 Feb 14, 2024	BUY	$121.65 - $142.23 $1.06 Million - $1.24 Million	8,753 Added 381.89%	11,045 $1.51 Million
Q3 2023 Nov 13, 2023	SELL	$127.23 - $148.54 $177,994 - $207,807	-1,399 Reduced 37.9%	2,292 $292,000
Q2 2023 Aug 11, 2023	SELL	$140.07 - $152.05 $603,561 - $655,183	-4,309 Reduced 53.86%	3,691 $524,000
Q1 2023 May 15, 2023	BUY	$139.89 - $156.95 $842,977 - $945,780	6,026 Added 305.27%	8,000 $1.18 Million

Q4 2022 Feb 13, 2023	SELL	$143.55 - $158.16 $362,320 - $399,195	-2,524 Reduced 56.11%	1,974 $303,000
Q3 2022 Nov 14, 2022	BUY	N/A	2,073 Added 85.48%	4,498 $640,000
Q2 2022 Aug 12, 2022	BUY	N/A	655 Added 37.01%	2,425 $369,000
Q1 2022 May 12, 2022	BUY	N/A	1,770 New	1,770 $286,000

Others Institutions Holding VPU

# of Institutions

518

Shares Held

12M

Call Options Held

51.1K

Put Options Held

16.2K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Visionary Wealth Advisors Vanguard Utilities ETF Transaction History