Number of Shares
6,447.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
0.47%
Total Estimate Gain
$55,923.11
% of Total Estimate Gain
5.14%

FSA Wealth Management LLC's Vanguard Utilities ETF Holding Summary

As of 2025-03-31, FSA Wealth Management LLC held 6,447.00 shares of Vanguard Utilities ETF(VPU), totaling $1.11 Mil. This investment constitutes 0.47% of their stock portfolio, and FSA Wealth Management LLC now holds 0.02% of the outstanding Vanguard Utilities ETF(VPU) stock.

The initial trade took place in 2023Q4. And since then FSA Wealth Management LLC has made 4 purchases of VPU, at an average price of $168.62, for a total of 6,447.00 shares. Based on historical transaction data and VPU's current price of $177.29, FSA Wealth Management LLC's estimated gain on his VPU holdings is $55,923.11, reflecting a 5.14% gain to date.

FSA Wealth Management LLC VPU ($177.29) Holding Chart

FSA Wealth Management LLC 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 %

Top Ranked Articles

  • 1