Morris Retirement Advisors, LLC Vanguard Utilities ETF Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 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 20,975 shares of VPU stock, worth $3.54 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
20,975
Previous 19,205 9.22%
Holding current value
$3.54 Million
Previous $3.14 Million 12.97%
% of portfolio
1.93%
Previous 1.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
656
Shares Held
13.7M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

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