Diversify Wealth Management, LLC Vanguard Utilities ETF Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 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 1,885 shares of VPU stock, worth $362,579. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,885
Previous 2,045
7.82%
Holding current value
$362,579
Previous $382 Million
4.52%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
699Shares Held
13.7MCall Options Held
26.3KPut Options Held
4.1K-
Morgan Stanley New York, NY1.11MShares$213 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$194 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$160 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO658KShares$127 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$123 Million6.29% of portfolio