20/20 Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

20/20 Capital Management’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.07M	Sell	7,718 -320	-4%	-$45.9K	0.28%	68
2021 Q1	$1.13M	Sell	8,038 -291	-3%	-$39.6K	0.33%	65
2020 Q4	$1.15M	Buy	8,329 +342	+4%	+$47.1K	0.34%	67
2020 Q3	$1.03M	Sell	7,987 -215	-3%	-$27.8K	0.39%	57
2020 Q2	$1.1M	Sell	8,202 -256	-3%	-$32.4K	0.43%	50
2020 Q1	$1.02M	Sell	8,458 -1,502	-15%	-$211K	0.46%	47
2019 Q4	$1.51M	Buy	+9,960	New	+$1.4M	0.61%	34

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

20/20 Capital Management's VPU Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Utilities ETF (VPU) stake by 4% in Q2 2021, selling an estimated $45.9K and leaving 7,718 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #68.

20/20 Capital Management first reported a position in VPU in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2019. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

20/20 Capital Management held 7,718 shares of Vanguard Utilities ETF worth $1.07M as of Q2 2021.
20/20 Capital Management sold 320 Vanguard Utilities ETF shares in Q2 2021, an estimated $45.9K.
Vanguard Utilities ETF made up 0.28% of 20/20 Capital Management's portfolio in Q2 2021, its #68 holding.
20/20 Capital Management first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Utilities ETF position peaked at $1.51M in Q4 2019.
376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.