Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Allied Investment Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 132,249 shares of VPU stock, worth $22.5 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
132,249
Previous 130,925 1.01%
Holding current value
$22.5 Million
Previous $19.4 Million 18.85%
% of portfolio
4.56%
Previous 4.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$146.64 - $174.54 $194,151 - $231,090
1,324 Added 1.01%
132,249 $23 Million
Q2 2024

Jul 12, 2024
BUY
$136.04 - $157.94 $546,608 - $634,602
4,018 Added 3.17%
130,925 $19.4 Million
Q1 2024

Apr 11, 2024
BUY
$129.56 - $142.58 $1.31 Million - $1.44 Million
10,099 Added 8.65%
126,907 $18.1 Million
Q4 2023

Jan 09, 2024
BUY
$121.65 - $142.23 $1.52 Million - $1.78 Million
12,490 Added 11.97%
116,808 $16 Million
Q3 2023

Oct 05, 2023
BUY
$127.23 - $148.54 $13.3 Million - $15.5 Million
104,318 New
104,318 $13.3 Million

Others Institutions Holding VPU

# of Institutions
565
Shares Held
12.6M
Call Options Held
37.4K
Put Options Held
9.9K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, 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 Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email