BCM ADVISORS, LLC VPU Holdings History
BCM ADVISORS, LLC's Vanguard Utilities ETF Holding Summary
As of 2025-03-31, BCM ADVISORS, LLC held 3,452.00 shares of Vanguard Utilities ETF(VPU), totaling $595,950.00. This investment constitutes 0.14% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2022Q3. And since then BCM ADVISORS, LLC has made 3 purchases of VPU, at an average price of $157.48, for a total of 201,718.00 shares. In addition, there have been 4 sales at an average price of $139.87 for 198,266.00 shares. Based on historical transaction data and VPU's current price of $177.92, BCM ADVISORS, LLC's estimated gain on his VPU holdings is $-3.42 Mil, reflecting a -10.77% gain to date.
BCM ADVISORS, LLC VPU ($177.92) Holding Chart
BCM ADVISORS, LLC VPU ($177.92) 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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