Wealth Effects LLC Vanguard Utilities ETF Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealth Effects LLC holds 2,604 shares of VPU stock, worth $500,879. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,604
Previous 2,604 -0.0%
Holding current value
$500,879
Previous $459,000 7.41%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Jul 15, 2025
BUY
$158.36 - $178.82 $31,672 - $35,764
200 Added 8.32%
2,604 $459,000
Q2 2024

Aug 02, 2024
SELL
$136.04 - $157.94 $64,346 - $74,705
-473 Reduced 16.44%
2,404 $355,000
Q1 2023

May 04, 2023
BUY
$139.89 - $156.95 $139 - $156
1 Added 0.03%
2,877 $424,000
Q4 2022

Feb 02, 2023
BUY
$134.2 - $158.16 $4,160 - $4,902
31 Added 1.09%
2,876 $441,000
Q4 2021

Feb 09, 2022
BUY
$139.21 - $156.4 $396,052 - $444,958
2,845 New
2,845 $445,000

Others Institutions Holding VPU

# of Institutions
699
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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