Northwest Financial Advisors Vanguard Utilities ETF Transaction History
Northwest Financial Advisors
- $121 Billion
- Q1 2025
A detailed history of Northwest Financial Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 3,129 shares of VPU stock, worth $528,112. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,129
Previous 3,128
0.03%
Holding current value
$528,112
Previous $511 Million
4.57%
% of portfolio
0.44%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding VPU
# of Institutions
656Shares Held
13.7MCall 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