Modern Wealth Management, LLC Vanguard Utilities ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,449 shares of VPU stock, worth $292,755. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,449
Previous 1,578 8.17%
Holding current value
$292,755
Previous $269,000 5.2%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$158.36 - $178.82 $20,428 - $23,067
-129 Reduced 8.17%
1,449 $255,000
Q1 2025

May 15, 2025
SELL
$161.24 - $173.33 $1,289 - $1,386
-8 Reduced 0.5%
1,578 $270 Million
Q4 2024

May 30, 2025
BUY
$160.52 - $179.11 $8,507 - $9,492
53 Added 3.36%
1,631 $266,000
Q4 2024

May 29, 2025
BUY
$160.52 - $179.11 $8,507 - $9,492
53 Added 3.36%
1,631 $266,000
Q4 2024

Feb 11, 2025
SELL
$160.52 - $179.11 $5,457 - $6,089
-34 Reduced 2.1%
1,586 $270 Million
Q3 2024

May 30, 2025
BUY
$146.64 - $174.54 $4,545 - $5,410
31 Added 1.96%
1,609 $280,000
Q3 2024

May 29, 2025
BUY
$146.64 - $174.54 $4,545 - $5,410
31 Added 1.96%
1,609 $280,000
Q3 2024

Nov 05, 2024
SELL
$146.64 - $174.54 $4,399 - $5,236
-30 Reduced 1.82%
1,620 $282 Million
Q2 2024

May 29, 2025
BUY
$136.04 - $157.94 $8,298 - $9,634
61 Added 3.87%
1,639 $242,000
Q2 2024

Aug 07, 2024
SELL
$136.04 - $157.94 $2,040 - $2,369
-15 Reduced 0.9%
1,650 $244 Million
Q1 2024

May 28, 2025
BUY
$129.56 - $142.58 $11,142 - $12,261
86 Added 5.45%
1,664 $237 Million
Q1 2024

May 13, 2024
BUY
$129.56 - $142.58 $215,717 - $237,395
1,665 New
1,665 $257 Million

Others Institutions Holding VPU

# of Institutions
694
Shares Held
13.8M
Call Options Held
43.8K
Put Options Held
9.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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