A detailed history of Wealthpoint, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 1,655 shares of VPU stock, worth $296,211. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,655
Previous 1,655 -0.0%
Holding current value
$296,211
Previous $235,000 10.21%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$134.2 - $158.16 $2,012 - $2,372
15 Added 0.91%
1,655 $0
Q2 2022

Jul 18, 2022

BUY
$141.44 - $166.95 $14,144 - $16,695
100 Added 6.49%
1,640 $250,000
Q1 2022

Apr 27, 2022

BUY
$141.64 - $162.04 $218,125 - $249,541
1,540 New
1,540 $249,000
Q1 2019

May 16, 2019

SELL
N/A
-180 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
N/A
180 New
180 $21,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Wealthpoint, LLC Portfolio

Follow Wealthpoint, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.