ALTFEST L J & CO INC VPU Holdings History
ALTFEST L J & CO INC's Vanguard Utilities ETF Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 120,754.00 shares of Vanguard Utilities ETF(VPU), totaling $20.63 Mil. This investment constitutes 2.59% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.31% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2022Q4. And since then ALTFEST L J & CO INC has made 6 purchases of VPU, at an average price of $150.01, for a total of 123,558.00 shares. In addition, there have been 3 sales at an average price of $141.14 for 2,804.00 shares. Based on historical transaction data and VPU's current price of $177.29, ALTFEST L J & CO INC's estimated gain on his VPU holdings is $3.27 Mil, reflecting a 17.64% gain to date.
ALTFEST L J & CO INC VPU ($177.29) Holding Chart
ALTFEST L J & CO INC VPU ($177.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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