Diversify Wealth Management, LLC Vanguard Utilities ETF Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 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 2,462 shares of VPU stock, worth $449,708. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,462
Previous 3,014 18.31%
Holding current value
$449,708
Previous $491 Million 13.91%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$161.24 - $173.33 $89,004 - $95,678
-552 Reduced 18.31%
2,462 $423 Million
Q4 2024

Jan 16, 2025
SELL
$160.52 - $179.11 $88,767 - $99,047
-553 Reduced 15.5%
3,014 $491 Million
Q3 2024

Oct 25, 2024
SELL
$146.64 - $174.54 $54,989 - $65,452
-375 Reduced 9.51%
3,567 $630 Million
Q2 2024

Aug 08, 2024
BUY
$136.04 - $157.94 $536,269 - $622,599
3,942 New
3,942 $618 Million

Others Institutions Holding VPU

# of Institutions
671
Shares Held
13M
Call Options Held
60.9K
Put Options Held
4K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email