AWM
VPU

Abound Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Abound Wealth 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
2024
Q3 		– Sell
-24
Closed -$3.55K – 1355
2024
Q2 		$3.55K Buy
+24
New +$3.58K ﹤0.01% 557
2023
Q4 		– Sell
-498
Closed -$63.5K – 1404
2023
Q3 		$63.5K Buy
498
+87
+21% +$12.2K 0.03% 107
2023
Q2 		$58.5K Sell
411
-902
-69% -$132K 0.02% 115
2023
Q1 		$194K Sell
1,313
-59
-4% -$8.73K 0.09% 50
2022
Q4 		$210K Buy
1,372
+1,096
+397% +$162K 0.1% 47
2022
Q3 		$39.3K Hold
276
– – 0.02% 132
2022
Q2 		$42K Buy
+276
New +$43.4K 0.02% 68

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Abound Wealth Management's VPU Position: Q3 2024 in Review

Abound Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2024, closing a stake of 24 shares — an estimated $3.55K sold.

Abound Wealth Management first reported a position in VPU in Q2 2022 and held it in 7 quarters. The position peaked at $210K in Q4 2022. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • Abound Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 24 Vanguard Utilities ETF shares in Q3 2024, an estimated $3.55K.
  • Abound Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 7 quarters.
  • Abound Wealth Management's Vanguard Utilities ETF position peaked at $210K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.