David Kennon Inc VPU Holdings History
Number of Shares
40,064.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
2.64%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
30.17%
David Kennon Inc's Vanguard Utilities ETF Holding Summary
As of 2025-06-30, David Kennon Inc held 40,064.00 shares of Vanguard Utilities ETF(VPU), totaling $7.07 Mil. This investment constitutes 2.64% of their stock portfolio, and David Kennon Inc now holds 0.1% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2024Q1. And since then David Kennon Inc has made 5 purchases of VPU, at an average price of $136.67, for a total of 40,135.00 shares. In addition, there have been 1 sales at an average price of $172.47 for 71.00 shares. Based on historical transaction data and VPU's current price of $177.92, David Kennon Inc's estimated gain on his VPU holdings is $1.65 Mil, reflecting a 30.17% gain to date.
David Kennon Inc VPU ($177.92) Holding Chart
David Kennon Inc 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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