Diversify Wealth Management, LLC Vanguard Utilities ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,567 shares of VPU stock, worth $627,970. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,567
Previous 3,942
9.51%
Holding current value
$627,970
Previous $618 Million
1.84%
% of portfolio
0.06%
Previous 0.08%
Shares
2 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