APSP
VPU

Asset Planning Services (Pennsylvania)’s Vanguard Utilities ETF VPU Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-1,913
Closed -$247K – 80
2020
Q3 		$247K Buy
+1,913
New +$247K 0.11% 70

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VPU Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 1,913 shares — an estimated $247K sold.

Asset Planning Services (Pennsylvania) first reported a position in VPU in Q3 2020 and held it in 1 quarter. The position peaked at $247K in Q3 2020. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

  • Asset Planning Services (Pennsylvania) reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,913 Vanguard Utilities ETF shares in Q4 2020, an estimated $247K.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Vanguard Utilities ETF position peaked at $247K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.