National Wealth Management Group, LLC Vanguard Utilities ETF Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

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 3,384 shares of VPU stock, worth $650,912. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,384

Previous 3,378 0.18%

Holding current value

$650,912

Previous $596 Million 7.49%

% of portfolio

0.24%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$175.25 - $189.41 $1,051 - $1,136	6 Added 0.18%	3,384 $641 Million
Q2 2025 Sep 25, 2025	SELL	$158.36 - $178.82 $53,525 - $60,441	-338 Reduced 9.1%	3,378 $596 Million
Q1 2025 May 15, 2025	SELL	$161.24 - $173.33 $53,047 - $57,025	-329 Reduced 8.13%	3,716 $635 Million
Q4 2024 Feb 12, 2025	SELL	$160.52 - $179.11 $2,889 - $3,223	-18 Reduced 0.44%	4,045 $661 Million
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

# of Institutions

698

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Vanguard Utilities ETF Transaction History