Loveless Wealth Management LLC Vanguard Utilities ETF Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Loveless Wealth Management LLC holds 1,760 shares of VPU stock, worth $261,060. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,760
Previous 1,760
-0.0%
Holding current value
$261,060
Previous $285,000
5.96%
% of portfolio
0.18%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
519Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio