Summit Financial, LLC Vanguard Utilities ETF Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Summit Financial, LLC holds 7,469 shares of VPU stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,469
Previous 7,199 3.75%
Holding current value
$1.28 Million
Previous $1.25 Million 2.56%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$160.52 - $179.11 $43,340 - $48,359
270 Added 3.75%
7,469 $1.22 Million
Q3 2024

Nov 12, 2024
BUY
$146.64 - $174.54 $55,283 - $65,801
377 Added 5.53%
7,199 $1.25 Million
Q2 2024

Jul 31, 2024
BUY
$136.04 - $157.94 $44,213 - $51,330
325 Added 5.0%
6,822 $1.01 Million
Q1 2024

Apr 24, 2024
BUY
$129.56 - $142.58 $523,811 - $576,450
4,043 Added 164.75%
6,497 $926,000
Q4 2023

Feb 05, 2024
BUY
$121.65 - $142.23 $298,529 - $349,032
2,454 New
2,454 $336,000

Others Institutions Holding VPU

# of Institutions
625
Shares Held
17.4M
Call Options Held
39.4K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

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