Axiom Financial Strategies, LLC Vanguard Utilities ETF Transaction History
Axiom Financial Strategies, LLC
- $154 Million
- Q2 2024
A detailed history of Axiom Financial Strategies, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 7,252 shares of VPU stock, worth $1.26 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
7,252
Previous 7,214
0.53%
Holding current value
$1.26 Million
Previous $1.03 Million
4.28%
% of portfolio
0.7%
Previous 0.65%
Shares
16 transactions
Others Institutions Holding VPU
# of Institutions
548Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$191 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$183 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$170 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$122 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$108 Million0.01% of portfolio