Diversify Wealth Management, LLC Vanguard Utilities ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 3,014 shares of VPU stock, worth $500,233. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,014
Previous 3,567
15.5%
Holding current value
$500,233
Previous $630 Million
22.01%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
601Shares Held
12.4MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$172 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$160 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$102 Million0.05% of portfolio