AFNAS
VPU

American Financial Network Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-530
Closed -$62K – 585
2017
Q4 		$62K Sell
530
-194
-27% -$23.4K 0.03% 318
2017
Q3 		$85K Buy
+724
New +$85.5K 0.04% 292

Other funds holding VPU

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FMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

American Financial Network Advisory Services's VPU Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Vanguard Utilities ETF (VPU) in Q1 2018, closing a stake of 530 shares — an estimated $62K sold.

American Financial Network Advisory Services first reported a position in VPU in Q3 2017 and held it in 2 quarters. The position peaked at $85K in Q3 2017. 219 funds tracked by Wall St. Rank hold VPU as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Vanguard Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 530 Vanguard Utilities ETF shares in Q1 2018, an estimated $62K.
  • American Financial Network Advisory Services first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's Vanguard Utilities ETF position peaked at $85K in Q3 2017.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.