Wealthpoint, LLC Vanguard Utilities ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 1,655 shares of VPU stock, worth $277,609. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,655
Previous 1,655
-0.0%
Holding current value
$277,609
Previous $235,000
10.21%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
572Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$178 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$104 Million0.01% of portfolio