Atwood & Palmer’s Vanguard Utilities ETF VPU Stock Holding History

Atwood & Palmer’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
2026 Q2	$979	Buy	+5	New	+$981	﹤0.01%	456
2019 Q2	–	Sell	-35	Closed	-$5K	–	337
2019 Q1	$5K	Hold	35	–	–	﹤0.01%	292
2018 Q4	$4K	Hold	35	–	–	﹤0.01%	291
2018 Q3	$4K	Buy	+35	New	+$4.15K	﹤0.01%	289

Other funds holding VPU

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dougherty & Associates Spring Hill, Florida $125M AUM