A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 451 shares of VPU stock, worth $86,749. This represents 0.01% of its overall portfolio holdings.

Number of Shares
451
Previous 489 7.77%
Holding current value
$86,749
Previous $86,000 1.16%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$175.25 - $189.41 $6,659 - $7,197
-38 Reduced 7.77%
451 $85,000
Q2 2025

Aug 11, 2025

BUY
$158.36 - $178.82 $77,438 - $87,442
489 New
489 $86,000
Q3 2023

May 20, 2024

BUY
$127.23 - $148.54 $5.99 Million - $7 Million
47,114 Added 1932.49%
49,552 $6.32 Million
Q2 2023

May 20, 2024

BUY
$140.07 - $152.05 $22,551 - $24,480
161 Added 7.07%
2,438 $346,000
Q1 2023

Apr 24, 2023

BUY
$139.89 - $156.95 $318,529 - $357,375
2,277 New
2,277 $335,000

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


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

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.