Tilia Fiduciary Partners, Inc. Vanguard Utilities ETF Transaction History

Tilia Fiduciary Partners, Inc.

$142 Million
Q3 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 2,763 shares of VPU stock, worth $454,983. This represents 0.34% of its overall portfolio holdings.

Number of Shares

2,763

Previous 3,326 16.93%

Holding current value

$454,983

Previous $491,000 2.24%

% of portfolio

0.34%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$146.64 - $174.54 $82,558 - $98,266	-563 Reduced 16.93%	2,763 $480,000
Q2 2024 Jul 11, 2024	SELL	$136.04 - $157.94 $22,038 - $25,586	-162 Reduced 4.64%	3,326 $491,000
Q1 2024 Apr 12, 2024	SELL	$129.56 - $142.58 $15,158 - $16,681	-117 Reduced 3.25%	3,488 $497,000
Q4 2023 Jan 12, 2024	SELL	$121.65 - $142.23 $73,354 - $85,764	-603 Reduced 14.33%	3,605 $494,000
Q3 2023 Oct 10, 2023	SELL	$127.23 - $148.54 $65,396 - $76,349	-514 Reduced 10.89%	4,208 $536,000
Q2 2023 Jul 13, 2023	BUY	$140.07 - $152.05 $2,801 - $3,041	20 Added 0.43%	4,722 $671,000
Q1 2023 May 10, 2023	SELL	$139.89 - $156.95 $839 - $941	-6 Reduced 0.13%	4,702 $693,000
Q4 2022 Feb 10, 2023	BUY	$134.2 - $158.16 $58,645 - $69,115	437 Added 10.23%	4,708 $722,000
Q3 2022 Oct 26, 2022	BUY	$142.26 - $169.41 $607,592 - $723,550	4,271 New	4,271 $592,000

Others Institutions Holding VPU

# of Institutions

596

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Tilia Fiduciary Partners, Inc. Vanguard Utilities ETF Transaction History