Joule Financial, LLC Vanguard Utilities ETF Transaction History

Joule Financial, LLC

$283 Million
Q1 2025

A detailed history of Joule Financial, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Joule Financial, LLC holds 14,041 shares of VPU stock, worth $2.37 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

14,041

Previous 12,750 10.13%

Holding current value

$2.37 Million

Previous $2.08 Million 13.92%

% of portfolio

0.84%

Previous 0.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$161.24 - $173.33 $208,160 - $223,769	1,291 Added 10.13%	14,041 $2.37 Million
Q4 2024 Jan 15, 2025	BUY	$160.52 - $179.11 $144,307 - $161,019	899 Added 7.59%	12,750 $2.08 Million
Q3 2024 Oct 17, 2024	BUY	$146.64 - $174.54 $962,984 - $1.15 Million	6,567 Added 124.28%	11,851 $2.06 Million
Q2 2024 Oct 17, 2024	BUY	$136.04 - $157.94 $3,128 - $3,632	23 Added 0.44%	5,284 $781,000
Q1 2024 Oct 17, 2024	BUY	$129.56 - $142.58 $681,615 - $750,113	5,261 New	5,261 $750,000
Q4 2023 Jan 11, 2024	SELL	$121.65 - $142.23 $158,388 - $185,183	-1,302 Reduced 20.2%	5,143 $704,000
Q3 2023 Oct 26, 2023	BUY	$127.23 - $148.54 $45,802 - $53,474	360 Added 5.92%	6,445 $821,000
Q2 2023 Jul 14, 2023	BUY	$140.07 - $152.05 $852,325 - $925,224	6,085 New	6,085 $865,000
Q4 2022 Jan 13, 2023	SELL	$134.2 - $158.16 $31,402 - $37,009	-234 Reduced 5.95%	3,701 $0
Q3 2022 Oct 19, 2022	BUY	$142.26 - $169.41 $12,234 - $14,569	86 Added 2.23%	3,935 $560,000
Q2 2022 Jul 19, 2022	BUY	$141.44 - $166.95 $544,402 - $642,590	3,849 New	3,849 $586,000

Others Institutions Holding VPU

# of Institutions

653

Shares Held

13.7M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Joule Financial, LLC Vanguard Utilities ETF Transaction History