Valeo Financial Advisors, LLC Vanguard Utilities ETF Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,437 shares of VPU stock, worth $853,456. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,437
Previous 4,437 -0.0%
Holding current value
$853,456
Previous $783,000 7.28%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$158.36 - $178.82 $702,643 - $793,424
4,437 New
4,437 $783,000
Q2 2020

Jul 20, 2020
SELL
$113.96 - $138.05 $10,826 - $13,114
-95 Closed
0 $0
Q1 2020

Apr 13, 2020
BUY
$98.62 - $156.1 $9,368 - $14,829
95 New
95 $13,000
Q1 2019

Apr 12, 2019
SELL
N/A
-64 Closed
0 $0
Q4 2018

Jan 30, 2019
BUY
N/A
64 New
64 $8,000

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

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