Modern Wealth Management, LLC Vanguard Utilities ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,586 shares of VPU stock, worth $274,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,586
Previous 1,620 2.1%
Holding current value
$274,822
Previous $282 Million 4.09%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$160.52 - $179.11 $5,457 - $6,089
-34 Reduced 2.1%
1,586 $270 Million
Q3 2024

Nov 05, 2024
SELL
$146.64 - $174.54 $4,399 - $5,236
-30 Reduced 1.82%
1,620 $282 Million
Q2 2024

Aug 07, 2024
SELL
$136.04 - $157.94 $2,040 - $2,369
-15 Reduced 0.9%
1,650 $244 Million
Q1 2024

May 13, 2024
BUY
$129.56 - $142.58 $215,717 - $237,395
1,665 New
1,665 $257 Million

Others Institutions Holding VPU

# of Institutions
642
Shares Held
18.1M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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