Plante Moran Financial Advisors, LLC Vanguard Utilities ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 242 shares of VPU stock, worth $41,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares

242

Previous 179 35.2%

Holding current value

$41,611

Previous $31,000 25.81%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$160.52 - $179.11 $10,112 - $11,283	63 Added 35.2%	242 $39,000
Q3 2024 Oct 30, 2024	BUY	$146.64 - $174.54 $10,558 - $12,566	72 Added 67.29%	179 $31,000
Q2 2024 Aug 12, 2024	SELL	$136.04 - $157.94 $2,176 - $2,527	-16 Reduced 13.01%	107 $15,000
Q1 2024 May 09, 2024	BUY	$129.56 - $142.58 $2,072 - $2,281	16 Added 14.95%	123 $17,000
Q3 2022 Nov 02, 2022	BUY	$142.26 - $169.41 $15,221 - $18,126	107 New	107 $15,000
Q3 2021 Nov 08, 2021	SELL	$139.14 - $152.64 $55,655 - $61,055	-400 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$138.76 - $148.08 $55,504 - $59,232	400 New	400 $56,000
Q2 2020 Aug 10, 2020	SELL	$113.96 - $138.05 $38,290 - $46,384	-336 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$98.62 - $156.1 $6,706 - $10,614	68 Added 25.37%	336 $41,000
Q4 2019 Feb 14, 2020	SELL	$136.01 - $143.77 $9,656 - $10,207	-71 Reduced 20.94%	268 $38,000
Q1 2019 May 13, 2019	SELL	N/A	-93 Reduced 21.53%	339 $44,000
Q4 2018 Jan 29, 2019	BUY	N/A	25 Added 6.14%	432 $51,000
Q3 2017 Nov 08, 2017	BUY	N/A	407	407 $48,000

Others Institutions Holding VPU

# of Institutions

642

Shares Held

18.1M

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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Plante Moran Financial Advisors, LLC Vanguard Utilities ETF Transaction History