Curtis Advisory Group, LLC Vanguard Utilities ETF Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,402 shares of VPU stock, worth $276,109. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,402
Previous 1,402
-0.0%
Holding current value
$276,109
Previous $239,000
3.35%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
690Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$231 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.737KShares$145 Million6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$145 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$127 Million0.08% of portfolio