Atlas Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-56	Closed	-$8K	–	373
2021 Q1	$8K	Buy	+56	New	+$7.63K	0.01%	329
2020 Q4	–	Sell	-100	Closed	-$13K	–	417
2020 Q3	$13K	Hold	100	–	–	0.01%	295
2020 Q2	$12K	Hold	100	–	–	0.01%	316
2020 Q1	$12K	Hold	100	–	–	0.01%	298
2019 Q4	$14K	Buy	+100	New	+$14.1K	0.01%	321

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Atlas Private Wealth Management's VPU Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 56 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in VPU in Q4 2019 and held it in 5 quarters. The position peaked at $14K in Q4 2019. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 56 Vanguard Utilities ETF shares in Q2 2021, an estimated $8K.
Atlas Private Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's Vanguard Utilities ETF position peaked at $14K in Q4 2019.
376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.