ACI
VPU

Alpha Cubed Investments’s Vanguard Utilities ETF VPU Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$245K Hold
1,325
– – 0.01% 253
2025
Q3 		$251K Hold
1,325
– – 0.01% 247
2025
Q2 		$234K Hold
1,325
– – 0.01% 265
2025
Q1 		$226K Sell
1,325
-161
-11% -$27.2K 0.01% 266
2024
Q4 		$243K Sell
1,486
-125
-8% -$21.4K 0.01% 221
2024
Q3 		$280K Hold
1,611
– – 0.01% 209
2024
Q2 		$238K Buy
1,611
+91
+6% +$13.6K 0.01% 240
2024
Q1 		$217K Sell
1,520
-574
-27% -$77.6K 0.01% 256
2023
Q4 		$287K Buy
+2,094
New +$276K 0.02% 208
2023
Q1 		– Sell
-1,325
Closed -$203K – 315
2022
Q4 		$203K Buy
+1,325
New +$196K 0.02% 259

Other funds holding VPU

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
LPL Financial
LPL Financial San Diego, California $376B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return