Porter White Investment Advisors, Inc. VPU Holdings History
Porter White Investment Advisors, Inc.'s Vanguard Utilities ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 28,793.00 shares of Vanguard Utilities ETF(VPU), totaling $5.08 Mil. This investment constitutes 2.37% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.07% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 6 purchases of VPU, at an average price of $142.87, for a total of 29,965.00 shares. Based on historical transaction data and VPU's current price of $182.52, Porter White Investment Advisors, Inc.'s estimated gain on his VPU holdings is $1.16 Mil, reflecting a 27.19% gain to date.
Porter White Investment Advisors, Inc. VPU ($182.52) Holding Chart
Porter White Investment Advisors, Inc. VPU ($182.52) 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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