Clearstead Advisors, LLC Vanguard Utilities ETF Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,876 shares of VPU stock, worth $319,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,876

Previous 1,797 4.4%

Holding current value

$319,651

Previous $312,000 1.92%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$160.52 - $179.11 $12,681 - $14,149	79 Added 4.4%	1,876 $306,000
Q3 2024 Nov 13, 2024	BUY	$146.64 - $174.54 $293 - $349	2 Added 0.11%	1,797 $312,000
Q2 2024 Aug 09, 2024	BUY	$136.04 - $157.94 $36,050 - $41,854	265 Added 17.32%	1,795 $265,000
Q1 2024 May 14, 2024	BUY	$129.56 - $142.58 $114,271 - $125,755	882 Added 136.11%	1,530 $218,000
Q3 2023 Nov 13, 2023	SELL	$127.23 - $148.54 $13,486 - $15,745	-106 Reduced 14.06%	648 $82,000
Q3 2023 Nov 07, 2023	BUY	$127.23 - $148.54 $13,486 - $15,745	106 Added 16.36%	754 $96,000
Q2 2023 Aug 07, 2023	BUY	$140.07 - $152.05 $90,765 - $98,528	648 New	648 $92,000
Q4 2020 Feb 11, 2021	BUY	$130.28 - $145.52 $13,809 - $15,425	106 New	106 $15,000

Others Institutions Holding VPU

# of Institutions

647

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Clearstead Advisors, LLC Vanguard Utilities ETF Transaction History