My Personal Cfo, LLC Vanguard Utilities ETF Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
A detailed history of My Personal Cfo, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 1,329 shares of VPU stock, worth $224,640. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,329
Previous 1,329
-0.0%
Holding current value
$224,640
Previous $231,000
6.06%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding VPU
# of Institutions
649Shares Held
13.6MCall Options Held
85.2KPut Options Held
26.6K-
Morgan Stanley New York, NY1.12MShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$168 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$166 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$113 Million0.05% of portfolio
-
Envestnet Asset Management Inc603KShares$102 Million0.03% of portfolio