BWM
VPU

Baystate Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Baystate 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
2022
Q3 		– Sell
-3
Closed – – 947
2022
Q2 		$0 Hold
3
– – ﹤0.01% 956
2022
Q1 		$0 Sell
3
-2
-40% -$302 ﹤0.01% 942
2021
Q4 		$1K Buy
+5
New +$737 ﹤0.01% 857

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Baystate Wealth Management's VPU Position: Q3 2022 in Review

Baystate Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 3 shares.

Baystate Wealth Management first reported a position in VPU in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 465 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • Baystate Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 3 Vanguard Utilities ETF shares in Q3 2022.
  • Baystate Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 3 quarters.
  • Baystate Wealth Management's Vanguard Utilities ETF position peaked at $1K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.