Aurora Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Aurora Private Wealth’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
2022 Q4	–	Sell	-9,681	Closed	-$1.38M	–	182
2022 Q3	$1.38M	Buy	9,681 +195	+2%	+$31.1K	0.64%	25
2022 Q2	$1.45M	Sell	9,486 -968	-9%	-$152K	0.65%	23
2022 Q1	$1.69M	Buy	10,454 +345	+3%	+$52.2K	0.7%	23
2021 Q4	$1.58M	Buy	10,109 +406	+4%	+$59.9K	0.69%	24
2021 Q3	$1.35M	Buy	+9,703	New	+$1.42M	0.55%	32
2021 Q2	–	Sell	-7,112	Closed	-$999K	–	229
2021 Q1	$999K	Buy	7,112 +772	+12%	+$105K	0.41%	54
2020 Q4	$870K	Buy	6,340 +1,421	+29%	+$196K	0.37%	62
2020 Q3	$635K	Buy	4,919 +1,129	+30%	+$146K	0.27%	69
2020 Q2	$469K	Buy	3,790 +898	+31%	+$114K	0.22%	84
2020 Q1	$353K	Buy	+2,892	New	+$406K	0.12%	155

Other funds holding VPU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

PCA

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aurora Private Wealth's VPU Position: Q4 2022 in Review

Aurora Private Wealth sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 9,681 shares — an estimated $1.38M sold.

Aurora Private Wealth first reported a position in VPU in Q1 2020 and held it in 10 quarters. The position peaked at $1.69M in Q1 2022. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

Aurora Private Wealth reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 9,681 Vanguard Utilities ETF shares in Q4 2022, an estimated $1.38M.
Aurora Private Wealth first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 10 quarters.
Aurora Private Wealth's Vanguard Utilities ETF position peaked at $1.69M in Q1 2022.
498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.