Arden Trust’s Vanguard Utilities ETF VPU Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-455	Closed	-$55K	–	736
2020 Q1	$55K	Buy	+455	New	+$64K	0.01%	470

Other funds holding VPU

BCMIO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Arden Trust's VPU Position: Q2 2020 in Review

Arden Trust sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 455 shares — an estimated $55K sold.

Arden Trust first reported a position in VPU in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

Arden Trust reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 455 Vanguard Utilities ETF shares in Q2 2020, an estimated $55K.
Arden Trust first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 1 quarter.
Arden Trust's Vanguard Utilities ETF position peaked at $55K in Q1 2020.
319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.