Northwest Financial Advisors Vanguard Utilities ETF Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 3,128 shares of VPU stock, worth $516,213. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,128
Previous 2,980
4.97%
Holding current value
$516,213
Previous $441 Million
23.5%
% of portfolio
0.43%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$171 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$159 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$117 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio