Sweeney & Michel, LLC Vanguard Utilities ETF Transaction History
Sweeney & Michel, LLC
- $254 Billion
- Q3 2024
A detailed history of Sweeney & Michel, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Sweeney & Michel, LLC holds 4,698 shares of VPU stock, worth $827,082. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,698
Previous 4,681
0.36%
Holding current value
$827,082
Previous $697 Million
18.85%
% of portfolio
0.33%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
595Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio