Archer Investment Corporation’s Vanguard Utilities ETF VPU Stock Holding History

Archer Investment Corporation’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 Q4	–	Sell	-555	Closed	-$96.6K	–	1137
2024 Q3	$96.6K	Buy	+555	New	+$89.2K	0.03%	342
2024 Q1	–	Sell	-109	Closed	-$14.9K	–	1111
2023 Q4	$14.9K	Buy	109 +2	+2%	+$264	﹤0.01%	584
2023 Q3	$13.6K	Buy	107 +1	+0.9%	+$140	﹤0.01%	572
2023 Q2	$15.1K	Sell	106 -260	-71%	-$38.1K	0.01%	554
2023 Q1	$54K	Buy	366 +259	+242%	+$38.3K	0.02%	372
2022 Q4	$16.4K	Buy	107 +2	+2%	+$296	0.01%	493
2022 Q3	$15K	Hold	105	–	–	0.01%	487
2022 Q2	$16.1K	Hold	105	–	–	0.01%	484
2022 Q1	$17.2K	Buy	105 +1	+1%	+$151	0.01%	494
2021 Q4	$16.3K	Buy	104 +2	+2%	+$295	0.01%	502
2021 Q3	$14.3K	Hold	102	–	–	0.01%	496
2021 Q2	$14.2K	Hold	102	–	–	0.01%	432
2021 Q1	$14.3K	Buy	102 +1	+1%	+$136	0.01%	504
2020 Q4	$13.9K	Buy	+101	New	+$13.9K	0.01%	469

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archer Investment Corporation's VPU Position: Q4 2024 in Review

Archer Investment Corporation sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 555 shares — an estimated $96.6K sold.

Archer Investment Corporation first reported a position in VPU in Q4 2020 and held it in 14 quarters. The position peaked at $96.6K in Q3 2024. 594 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

Archer Investment Corporation reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
Archer Investment Corporation sold 555 Vanguard Utilities ETF shares in Q4 2024, an estimated $96.6K.
Archer Investment Corporation first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 14 quarters.
Archer Investment Corporation's Vanguard Utilities ETF position peaked at $96.6K in Q3 2024.
594 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Archer Investment Corporation's 13F filing for Q4 2024, filed 28 Jan 2025.