Modern Wealth Management, LLC Vanguard Utilities ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,620 shares of VPU stock, worth $272,257. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,620
Previous 1,650 1.82%
Holding current value
$272,257
Previous $244 Million 15.49%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$146.64 - $174.54 $4,399 - $5,236
-30 Reduced 1.82%
1,620 $282 Million
Q2 2024

Aug 07, 2024
SELL
$136.04 - $157.94 $2,040 - $2,369
-15 Reduced 0.9%
1,650 $244 Million
Q1 2024

May 13, 2024
BUY
$129.56 - $142.58 $215,717 - $237,395
1,665 New
1,665 $257 Million

Others Institutions Holding VPU

# of Institutions
612
Shares Held
12.5M
Call Options Held
39.4K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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