Vsm Wealth Advisory, LLC Vanguard Utilities ETF Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,001 shares of VPU stock, worth $192,542. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,001
Previous 1,033 3.1%
Holding current value
$192,542
Previous $182 Million 3.98%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$175.25 - $189.41 $5,608 - $6,061
-32 Reduced 3.1%
1,001 $190 Million
Q2 2025

Aug 11, 2025
SELL
$158.36 - $178.82 $13,777 - $15,557
-87 Reduced 7.77%
1,033 $182 Million
Q1 2025

May 05, 2025
SELL
$161.24 - $173.33 $3,386 - $3,639
-21 Reduced 1.84%
1,120 $191 Million
Q4 2024

Feb 10, 2025
BUY
$160.52 - $179.11 $183,153 - $204,364
1,141 New
1,141 $186 Million

Others Institutions Holding VPU

# of Institutions
698
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
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email