Colonial River Wealth Management, LLC Vanguard Utilities ETF Transaction History

Colonial River Wealth Management, LLC

$246 Million
Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,513 shares of VPU stock, worth $291,025. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,513

Previous 1,488 1.68%

Holding current value

$291,025

Previous $262,000 9.16%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$175.25 - $189.41 $4,381 - $4,735	25 Added 1.68%	1,513 $286,000
Q2 2025 Jul 15, 2025	BUY	$158.36 - $178.82 $25,020 - $28,253	158 Added 11.88%	1,488 $262,000
Q1 2025 Apr 24, 2025	BUY	$161.24 - $173.33 $214,449 - $230,528	1,330 New	1,330 $227,000
Q3 2024 Nov 04, 2024	BUY	$146.64 - $174.54 $181,686 - $216,255	1,239 New	1,239 $215,000
Q4 2023 Jan 23, 2024	SELL	$121.65 - $142.23 $319,209 - $373,211	-2,624 Reduced 62.34%	1,585 $217,000

Q3 2023 Nov 03, 2023	BUY	$127.23 - $148.54 $10,687 - $12,477	84 Added 2.04%	4,209 $536,000
Q2 2023 Aug 08, 2023	BUY	$140.07 - $152.05 $9,244 - $10,035	66 Added 1.63%	4,125 $586,000
Q1 2023 May 04, 2023	BUY	$139.89 - $156.95 $567,813 - $637,060	4,059 New	4,059 $598,000

Others Institutions Holding VPU

# of Institutions

698

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Colonial River Wealth Management, LLC Vanguard Utilities ETF Transaction History