A detailed history of National Wealth Management Group, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,063 shares of VPU stock, worth $706,027. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,063
Previous 4,236 4.08%
Holding current value
$706,027
Previous $627 Million 12.84%
% of portfolio
0.48%
Previous 0.48%

Shares

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

Nov 13, 2024

SELL
$146.64 - $174.54 $25,368 - $30,195
-173 Reduced 4.08%
4,063 $707 Million
Q2 2024

Aug 09, 2024

SELL
$136.04 - $157.94 $36,322 - $42,169
-267 Reduced 5.93%
4,236 $627 Million
Q1 2024

May 17, 2024

SELL
$129.56 - $142.58 $42,625 - $46,908
-329 Reduced 6.81%
4,503 $642 Million
Q4 2023

Feb 01, 2024

SELL
$121.65 - $142.23 $165,444 - $193,432
-1,360 Reduced 21.96%
4,832 $662 Million
Q3 2023

Nov 13, 2023

SELL
$127.23 - $148.54 $84,735 - $98,927
-666 Reduced 9.71%
6,192 $790 Million
Q2 2023

Aug 09, 2023

SELL
$140.07 - $152.05 $141,890 - $154,026
-1,013 Reduced 12.87%
6,858 $960 Million
Q1 2023

May 15, 2023

BUY
$139.89 - $156.95 $1.1 Million - $1.24 Million
7,871 New
7,871 $1.18 Billion
Q4 2022

Nov 17, 2023

SELL
$134.2 - $158.16 $161,308 - $190,108
-1,202 Reduced 13.04%
8,014 $1.23 Billion
Q3 2022

Nov 17, 2023

BUY
$142.26 - $169.41 $430,194 - $512,295
3,024 Added 48.84%
9,216 $1.31 Billion
Q2 2022

Nov 17, 2023

BUY
$141.44 - $166.95 $86,985 - $102,674
615 Added 7.04%
9,347 $1.42 Billion
Q1 2022

Nov 17, 2023

BUY
$141.64 - $162.04 $66,287 - $75,834
468 Added 5.66%
8,732 $1.41 Billion
Q4 2021

Nov 17, 2023

BUY
$139.21 - $156.4 $288,443 - $324,060
2,072 Added 33.46%
8,264 $1.29 Billion

Others Institutions Holding VPU

About VANGUARD UTILITIES ETF


  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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