Joule Financial, LLC VPU Holdings History
Joule Financial, LLC's Vanguard Utilities ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 7,236.00 shares of Vanguard Utilities ETF(VPU), totaling $1.28 Mil. This investment constitutes 0.41% of their stock portfolio, and Joule Financial, LLC now holds 0.02% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 8 purchases of VPU, at an average price of $155.48, for a total of 19,278.00 shares. In addition, there have been 4 sales at an average price of $159.76 for 12,042.00 shares. Based on historical transaction data and VPU's current price of $182.09, Joule Financial, LLC's estimated gain on his VPU holdings is $243,951.44, reflecting a 8.14% gain to date.
Joule Financial, LLC VPU ($182.09) Holding Chart
Joule Financial, LLC VPU ($182.09) 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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