Blackhawk Capital Partners’s Vanguard Utilities ETF VPU Stock Holding History

Blackhawk Capital Partners’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
2020 Q2	–	Sell	-2,876	Closed	-$411K	–	102
2020 Q1	$411K	Sell	2,876 -1,244	-30%	-$175K	0.37%	63
2019 Q4	$592K	Sell	4,120 -8,380	-67%	-$1.18M	0.59%	54
2019 Q3	$1.71M	Buy	12,500 +4,021	+47%	+$552K	1.59%	22
2019 Q2	$1.13M	Buy	8,479 +3,001	+55%	+$392K	1.08%	35
2019 Q1	$710K	Sell	5,478 -2,524	-32%	-$313K	0.73%	48
2018 Q4	$943K	Buy	+8,002	New	+$969K	1.2%	38

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Blackhawk Capital Partners's VPU Position: Q2 2020 in Review

Blackhawk Capital Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 2,876 shares — an estimated $411K sold.

Blackhawk Capital Partners first reported a position in VPU in Q4 2018 and held it in 6 quarters. The position peaked at $1.71M in Q3 2019. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

Blackhawk Capital Partners reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
Blackhawk Capital Partners sold 2,876 Vanguard Utilities ETF shares in Q2 2020, an estimated $411K.
Blackhawk Capital Partners first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 6 quarters.
Blackhawk Capital Partners's Vanguard Utilities ETF position peaked at $1.71M in Q3 2019.
319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Blackhawk Capital Partners's 13F filing for Q2 2020, filed 4 Aug 2020.