Bigelow Investment Advisors, LLC VPU Holdings History
Bigelow Investment Advisors, LLC's Vanguard Utilities ETF Holding Summary
As of 2025-06-30, Bigelow Investment Advisors, LLC held 12,763.00 shares of Vanguard Utilities ETF(VPU), totaling $2.25 Mil. This investment constitutes 0.99% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.03% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2018Q2. And since then Bigelow Investment Advisors, LLC has made 9 purchases of VPU, at an average price of $147.21, for a total of 16,528.00 shares. In addition, there have been 11 sales at an average price of $135.94 for 3,765.00 shares. Based on historical transaction data and VPU's current price of $182.23, Bigelow Investment Advisors, LLC's estimated gain on his VPU holdings is $404,528.09, reflecting a 16.63% gain to date.
Bigelow Investment Advisors, LLC VPU ($182.23) Holding Chart
Bigelow Investment Advisors, LLC VPU ($182.23) 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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