Diversify Wealth Management, LLC Vanguard Utilities ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
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 2,045 shares of VPU stock, worth $394,337. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,045
Previous 2,462
16.94%
Holding current value
$394,337
Previous $423 Million
9.75%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
691Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$226 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$188 Million0.01% of portfolio
-
Beacon Capital Management, Inc.737KShares$142 Million6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$142 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$125 Million0.08% of portfolio