Sea Crest Wealth Management, LLC Vanguard Utilities ETF Transaction History

Sea Crest Wealth Management, LLC

$913 Million
Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 1,537 shares of VPU stock, worth $295,641. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,537

Previous 1,343 14.45%

Holding current value

$295,641

Previous $254,000 16.14%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$190.8 - $202.04 $37,015 - $39,195	194 Added 14.45%	1,537 $295,000
Q3 2025 Nov 13, 2025	SELL	$175.25 - $189.41 $11,391 - $12,311	-65 Reduced 4.62%	1,343 $254,000
Q2 2025 Jul 11, 2025	SELL	$158.36 - $178.82 $633 - $715	-4 Reduced 0.28%	1,408 $248,000
Q1 2025 Apr 11, 2025	BUY	$161.24 - $173.33 $227,670 - $244,741	1,412 New	1,412 $238,000
Q2 2022 Aug 09, 2022	BUY	$141.44 - $166.95 $30,126 - $35,560	213 New	213 $32,000

Q1 2021 May 17, 2021	SELL	$128.27 - $140.64 $645,326 - $707,559	-5,031 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$130.28 - $145.52 $53,414 - $59,663	-410 Reduced 7.54%	5,031 $690,000
Q3 2020 Nov 12, 2020	BUY	$124.0 - $134.49 $674,684 - $731,760	5,441 New	5,441 $702,000
Q2 2019 Jul 19, 2019	SELL	N/A	-263 Closed	0 $0
Q1 2019 May 10, 2019	SELL	N/A	-9 Reduced 3.31%	263 $34,000
Q4 2018 Feb 13, 2019	BUY	N/A	89 Added 48.63%	272 $32,000
Q4 2017 Feb 02, 2018	BUY	N/A	183	183 $21,000

Others Institutions Holding VPU

# of Institutions

700

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Sea Crest Wealth Management, LLC Vanguard Utilities ETF Transaction History