BDO Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$64K	Hold	450	–	–	0.01%	391
2023 Q1	$66.4K	Hold	450	–	–	0.01%	371
2022 Q4	$69K	Hold	450	–	–	0.01%	370
2022 Q3	$64K	Hold	450	–	–	0.01%	377
2022 Q2	$69K	Hold	450	–	–	0.01%	370
2022 Q1	$73K	Hold	450	–	–	0.01%	375
2021 Q4	$70K	Hold	450	–	–	0.01%	394
2021 Q3	$63K	Sell	450 -50	-10%	-$7.3K	0.01%	411
2021 Q2	$69K	Sell	500 -50	-9%	-$7.17K	0.01%	417
2021 Q1	$77K	Hold	550	–	–	0.01%	390
2020 Q4	$75K	Sell	550 -100	-15%	-$13.8K	0.01%	319
2020 Q3	$84K	Sell	650 -125	-16%	-$16.2K	0.01%	287
2020 Q2	$96K	Sell	775 -100	-11%	-$12.7K	0.02%	274
2020 Q1	$107K	Hold	875	–	–	0.02%	265
2019 Q4	$125K	Sell	875 -70	-7%	-$9.85K	0.03%	227
2019 Q3	$136K	Hold	945	–	–	0.03%	231
2019 Q2	$126K	Sell	945 -27	-3%	-$3.53K	0.03%	231
2019 Q1	$126K	Sell	972 -100	-9%	-$12.4K	0.04%	210
2018 Q4	$126K	Sell	1,072 -100	-9%	-$12.1K	0.04%	189
2018 Q3	$138K	Hold	1,172	–	–	0.04%	185
2018 Q2	$136K	Sell	1,172 -400	-25%	-$44.9K	0.05%	188
2018 Q1	$176K	Sell	1,572 -350	-18%	-$38.6K	0.07%	136
2017 Q4	$224K	Hold	1,922	–	–	0.1%	104
2017 Q3	$224K	Sell	1,922 -300	-14%	-$35.4K	0.11%	100
2017 Q2	$254K	Buy	+2,222	New	+$256K	0.11%	115

Other funds holding VPU

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

BDO Wealth Advisors's VPU Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2023 at 450 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #391.

BDO Wealth Advisors first reported a position in VPU in Q2 2017 and has held it in 25 quarters since. The position peaked at $254K in Q2 2017. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

BDO Wealth Advisors held 450 shares of Vanguard Utilities ETF worth $64K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2023.
Vanguard Utilities ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #391 holding.
BDO Wealth Advisors first reported a position in Vanguard Utilities ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Utilities ETF position peaked at $254K in Q2 2017.
489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.