Armor Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Armor Investment Advisors’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	-13	Closed	-$2.26K	–	166
2024 Q3	$2.26K	Hold	13	–	–	﹤0.01%	152
2024 Q2	$1.92K	Hold	13	–	–	﹤0.01%	151
2024 Q1	$1.85K	Buy	+13	New	+$1.76K	﹤0.01%	159
2023 Q2	–	Sell	-22	Closed	-$3.25K	–	179
2023 Q1	$3.25K	Hold	22	–	–	﹤0.01%	165
2022 Q4	$3.37K	Hold	22	–	–	﹤0.01%	166
2022 Q3	$3K	Hold	22	–	–	﹤0.01%	157
2022 Q2	$3K	Hold	22	–	–	﹤0.01%	157
2022 Q1	$4K	Hold	22	–	–	﹤0.01%	164
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	154
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	155
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	158
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	153
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	157
2020 Q3	$3K	Hold	22	–	–	﹤0.01%	132
2020 Q2	$3K	Hold	22	–	–	﹤0.01%	130
2020 Q1	$3K	Hold	22	–	–	﹤0.01%	131
2019 Q4	$3K	Sell	22 -36	-62%	-$5.06K	﹤0.01%	149
2019 Q3	$8K	Hold	58	–	–	0.01%	135
2019 Q2	$8K	Hold	58	–	–	0.01%	136
2019 Q1	$8K	Hold	58	–	–	0.01%	141
2018 Q4	$7K	Hold	58	–	–	0.01%	122
2018 Q3	$7K	Hold	58	–	–	0.01%	134
2018 Q2	$7K	Hold	58	–	–	0.01%	140
2018 Q1	$6K	Hold	58	–	–	0.01%	144
2017 Q4	$7K	Hold	58	–	–	0.01%	138
2017 Q3	$7K	Hold	58	–	–	0.01%	134
2017 Q2	$7K	Hold	58	–	–	0.01%	123
2017 Q1	$7K	Hold	58	–	–	0.01%	128
2016 Q4	$6K	Buy	+58	New	+$6.08K	0.01%	131

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

Armor Investment Advisors's VPU Position: Q4 2024 in Review

Armor Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 13 shares — an estimated $2.26K sold.

Armor Investment Advisors first reported a position in VPU in Q4 2016 and held it in 29 quarters. The position peaked at $8K in Q3 2019. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

Armor Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
Armor Investment Advisors sold 13 Vanguard Utilities ETF shares in Q4 2024, an estimated $2.26K.
Armor Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 29 quarters.
Armor Investment Advisors's Vanguard Utilities ETF position peaked at $8K in Q3 2019.
593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Armor Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.