Morris Retirement Advisors, LLC Vanguard Utilities ETF Transaction History

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 21,743 shares of VPU stock, worth $4.18 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
21,743
Previous 20,748 4.8%
Holding current value
$4.18 Million
Previous $3.66 Million 12.45%
% of portfolio
1.84%
Previous 1.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$175.25 - $189.41 $174,373 - $188,462
995 Added 4.8%
21,743 $4.12 Million
Q2 2025

Jul 08, 2025
SELL
$158.36 - $178.82 $35,947 - $40,592
-227 Reduced 1.08%
20,748 $3.66 Million
Q1 2025

Apr 10, 2025
BUY
$161.24 - $173.33 $285,394 - $306,794
1,770 Added 9.22%
20,975 $3.55 Million
Q4 2024

Jan 13, 2025
BUY
$160.52 - $179.11 $3.08 Million - $3.44 Million
19,205 New
19,205 $3.14 Million

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

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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