A detailed history of Wsfs Capital Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 34,542 shares of VPU stock, worth $5.09 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
34,542
Previous 36,174 4.51%
Holding current value
$5.09 Million
Previous $4.96 Million 0.69%
% of portfolio
0.27%
Previous 0.31%

Shares

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

May 01, 2024

SELL
$129.56 - $142.58 $211,441 - $232,690
-1,632 Reduced 4.51%
34,542 $4.92 Million
Q4 2023

Feb 02, 2024

BUY
$121.65 - $142.23 $2.37 Million - $2.77 Million
19,487 Added 116.78%
36,174 $4.96 Million
Q3 2023

Nov 07, 2023

BUY
$127.23 - $148.54 $878,777 - $1.03 Million
6,907 Added 70.62%
16,687 $2.13 Million
Q2 2023

Aug 11, 2023

SELL
$140.07 - $152.05 $8,544 - $9,275
-61 Reduced 0.62%
9,780 $1.39 Million
Q4 2022

Feb 10, 2023

BUY
$143.55 - $158.16 $1.41 Million - $1.56 Million
9,841 New
9,841 $1.51 Million

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Wsfs Capital Management, LLC Portfolio

Follow Wsfs Capital Management, 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 Wsfs Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wsfs Capital Management, LLC with notifications on news.