Stonebridge Financial Planning Group, LLC Vanguard Utilities ETF Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 1,893 shares of VPU stock, worth $364,118. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,893

Holding current value

$364,118

% of portfolio

0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$175.25 - $189.41 $331,748 - $358,553	1,893 New	1,893 $358,000
Q1 2024 May 13, 2024	SELL	$129.56 - $142.58 $313,535 - $345,043	-2,420 Reduced 53.78%	2,080 $296,000
Q4 2023 Feb 05, 2024	SELL	$121.65 - $142.23 $705,691 - $825,076	-5,801 Reduced 56.31%	4,500 $616,000
Q3 2023 Nov 07, 2023	SELL	$127.23 - $148.54 $595,818 - $695,612	-4,683 Reduced 31.25%	10,301 $1.31 Million
Q2 2023 Aug 11, 2023	SELL	$140.07 - $152.05 $213,466 - $231,724	-1,524 Reduced 9.23%	14,984 $2.13 Million

Q1 2023 May 03, 2023	SELL	$139.89 - $156.95 $361,475 - $405,558	-2,584 Reduced 13.53%	16,508 $2.44 Million
Q4 2022 Jan 18, 2023	BUY	$134.2 - $158.16 $134,736 - $158,792	1,004 Added 5.55%	19,092 $0
Q3 2022 Oct 31, 2022	BUY	$142.26 - $169.41 $1.36 Million - $1.62 Million	9,562 Added 112.15%	18,088 $2.57 Million
Q2 2022 Aug 01, 2022	SELL	$141.44 - $166.95 $163,646 - $193,161	-1,157 Reduced 11.95%	8,526 $1.3 Million
Q1 2022 May 10, 2022	SELL	$141.64 - $162.04 $21,812 - $24,954	-154 Reduced 1.57%	9,683 $1.57 Million
Q4 2021 Feb 02, 2022	SELL	$139.21 - $156.4 $66,960 - $75,228	-481 Reduced 4.66%	9,837 $1.46 Million
Q3 2021 Nov 08, 2021	SELL	$139.14 - $152.64 $127,869 - $140,276	-919 Reduced 8.18%	10,318 $1.51 Million
Q2 2021 Jul 28, 2021	SELL	$138.76 - $148.08 $429,045 - $457,863	-3,092 Reduced 21.58%	11,237 $1.6 Million
Q1 2021 May 06, 2021	SELL	$128.27 - $140.64 $348,381 - $381,978	-2,716 Reduced 15.93%	14,329 $2.04 Million
Q4 2020 Jan 27, 2021	SELL	$130.28 - $145.52 $126,501 - $141,299	-971 Reduced 5.39%	17,045 $2.34 Million
Q3 2020 Oct 26, 2020	SELL	$124.0 - $134.49 $1.04 Million - $1.13 Million	-8,382 Reduced 31.75%	18,016 $2.5 Million
Q2 2020 Jul 24, 2020	BUY	$113.96 - $138.05 $114,073 - $138,188	1,001 Added 3.94%	26,398 $3.35 Million
Q1 2020 Apr 15, 2020	BUY	$98.62 - $156.1 $265,386 - $420,065	2,691 Added 11.85%	25,397 $3.24 Million
Q4 2019 Feb 07, 2020	BUY	$136.01 - $143.77 $3.09 Million - $3.26 Million	22,706 New	22,706 $3.24 Million

Others Institutions Holding VPU

# of Institutions

698

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

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About VANGUARD UTILITIES ETF

Ticker VPU
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Stonebridge Financial Planning Group, LLC Vanguard Utilities ETF Transaction History