Retirement Planning Group Vanguard Utilities ETF Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Retirement Planning Group holds 2,996 shares of VPU stock, worth $536,224. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,996
Previous 2,925
2.43%
Holding current value
$536,224
Previous $432,000
20.6%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
595Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$185 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$172 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$127 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$120 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$110 Million0.05% of portfolio