Number of Shares
32,693.00
Current Holdings Value*
$5.58 Mil
% of Portfolio
3.53%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
12.05%

Tranquilli Financial Advisor LLC's Vanguard Utilities ETF Holding Summary

As of 2025-03-31, Tranquilli Financial Advisor LLC held 32,693.00 shares of Vanguard Utilities ETF(VPU), totaling $5.58 Mil. This investment constitutes 3.53% of their stock portfolio, and Tranquilli Financial Advisor LLC now holds 0.08% of the outstanding Vanguard Utilities ETF(VPU) stock.

The initial trade took place in 2020Q4. And since then Tranquilli Financial Advisor LLC has made 11 purchases of VPU, at an average price of $140.86, for a total of 95,137.00 shares. In addition, there have been 4 sales at an average price of $145.64 for 62,444.00 shares. Based on historical transaction data and VPU's current price of $181.10, Tranquilli Financial Advisor LLC's estimated gain on his VPU holdings is $1.61 Mil, reflecting a 12.05% gain to date.

Tranquilli Financial Advisor LLC VPU ($181.10) Holding Chart

Tranquilli Financial Advisor LLC VPU ($181.10) 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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