Curran Financial Partners, LLC Vanguard Utilities ETF Transaction History

Curran Financial Partners, LLC

$322 Million
Q4 2024

A detailed history of Curran Financial Partners, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Curran Financial Partners, LLC holds 2,243 shares of VPU stock, worth $379,156. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,243

Previous 8,815 74.55%

Holding current value

$379,156

Previous $1.53 Million 76.14%

% of portfolio

0.11%

Previous 0.52%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$160.52 - $179.11 $1.05 Million - $1.18 Million	-6,572 Reduced 74.55%	2,243 $366,000
Q3 2024 Oct 16, 2024	BUY	$146.64 - $174.54 $293 - $349	2 Added 0.02%	8,815 $1.53 Million
Q2 2024 Jul 22, 2024	SELL	$136.04 - $157.94 $13,740 - $15,951	-101 Reduced 1.13%	8,813 $1.3 Million
Q1 2024 May 02, 2024	SELL	$129.56 - $142.58 $3,757 - $4,134	-29 Reduced 0.32%	8,914 $1.27 Million
Q4 2023 Jan 31, 2024	BUY	$121.65 - $142.23 $761,893 - $890,786	6,263 Added 233.69%	8,943 $1.23 Million
Q3 2023 Nov 09, 2023	SELL	$127.23 - $148.54 $972,800 - $1.14 Million	-7,646 Reduced 74.05%	2,680 $341,000
Q2 2023 Jul 11, 2023	BUY	$140.07 - $152.05 $1.03 Million - $1.12 Million	7,346 Added 246.51%	10,326 $1.47 Million
Q1 2023 May 02, 2023	SELL	$139.89 - $156.95 $1.38 Million - $1.55 Million	-9,864 Reduced 76.8%	2,980 $439,000
Q4 2022 Feb 14, 2023	BUY	$134.2 - $158.16 $1.16 Million - $1.37 Million	8,646 Added 205.96%	12,844 $1.97 Million
Q3 2022 Nov 03, 2022	SELL	$142.26 - $169.41 $481,407 - $573,283	-3,384 Reduced 44.63%	4,198 $597,000
Q2 2022 Aug 05, 2022	SELL	$141.44 - $166.95 $2.55 Million - $3.01 Million	-18,058 Reduced 70.43%	7,582 $1.16 Million
Q1 2022 Apr 27, 2022	SELL	$141.64 - $162.04 $527,892 - $603,923	-3,727 Reduced 12.69%	25,640 $4.15 Million
Q4 2021 Feb 10, 2022	BUY	$139.21 - $156.4 $1.5 Million - $1.69 Million	10,799 Added 58.16%	29,367 $4.59 Million
Q3 2021 Nov 09, 2021	SELL	$139.14 - $152.64 $1.65 Million - $1.81 Million	-11,846 Reduced 38.95%	18,568 $2.6 Million
Q2 2021 Aug 26, 2021	BUY	$138.76 - $148.08 $793,845 - $847,165	5,721 Added 23.17%	30,414 $4.22 Million
Q1 2021 May 19, 2021	BUY	$128.27 - $140.64 $538,220 - $590,125	4,196 Added 20.47%	24,693 $3.47 Million
Q4 2020 Mar 01, 2021	BUY	$130.28 - $145.52 $2.67 Million - $2.98 Million	20,497 New	20,497 $2.81 Million

Others Institutions Holding VPU

# of Institutions

606

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.

Account

Curran Financial Partners, LLC Vanguard Utilities ETF Transaction History