Wealthspire Advisors, LLC Vanguard Utilities ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 16,470 shares of VPU stock, worth $2.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,470

Previous 16,876 2.41%

Holding current value

$2.86 Million

Previous $2.5 Million 14.82%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$146.64 - $174.54 $59,535 - $70,863	-406 Reduced 2.41%	16,470 $2.87 Million
Q2 2024 Aug 08, 2024	SELL	$136.04 - $157.94 $37,274 - $43,275	-274 Reduced 1.6%	16,876 $2.5 Million
Q1 2024 May 06, 2024	SELL	$129.56 - $142.58 $16,065 - $17,679	-124 Reduced 0.72%	17,150 $2.45 Million
Q4 2023 Feb 06, 2024	BUY	$121.65 - $142.23 $2,433 - $2,844	20 Added 0.12%	17,274 $2.37 Million
Q3 2023 Nov 06, 2023	SELL	$127.23 - $148.54 $13,868 - $16,190	-109 Reduced 0.63%	17,254 $2.2 Million
Q4 2022 Feb 13, 2023	SELL	$134.2 - $158.16 $8,320 - $9,805	-62 Reduced 0.36%	17,363 $2.66 Million
Q3 2022 Nov 14, 2022	SELL	$142.26 - $169.41 $28,736 - $34,220	-202 Reduced 1.15%	17,425 $2.48 Million
Q2 2022 Aug 09, 2022	BUY	$141.44 - $166.95 $2.1 Million - $2.48 Million	14,825 Added 529.09%	17,627 $2.69 Million
Q1 2022 May 09, 2022	SELL	$141.64 - $162.04 $13,739 - $15,717	-97 Reduced 3.35%	2,802 $453,000
Q4 2021 Feb 14, 2022	SELL	$139.21 - $156.4 $69,883 - $78,512	-502 Reduced 14.76%	2,899 $453,000
Q3 2021 Nov 15, 2021	BUY	$139.14 - $152.64 $473,215 - $519,128	3,401 New	3,401 $473,000
Q2 2021 Aug 13, 2021	SELL	$138.76 - $148.08 $510,220 - $544,490	-3,677 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$128.27 - $140.64 $471,648 - $517,133	3,677 New	3,677 $517,000

Others Institutions Holding VPU

# of Institutions

592

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Wealthspire Advisors, LLC Vanguard Utilities ETF Transaction History