C.M. Bidwell & Associates’s Vanguard Utilities ETF VPU Stock Holding History

C.M. Bidwell & Associates’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 Q1	–	Sell	-235	Closed	-$34K	–	468
2019 Q4	$34K	Hold	235	–	–	0.03%	273
2019 Q3	$34K	Hold	235	–	–	0.03%	275
2019 Q2	$31K	Hold	235	–	–	0.03%	287
2019 Q1	$30K	Hold	235	–	–	0.03%	288
2018 Q4	$28K	Hold	235	–	–	0.03%	281
2018 Q3	$28K	Hold	235	–	–	0.03%	269
2018 Q2	$27K	Hold	235	–	–	0.03%	282
2018 Q1	$26K	Hold	235	–	–	0.02%	280
2017 Q4	$27K	Hold	235	–	–	0.02%	278
2017 Q3	$27K	Hold	235	–	–	0.04%	187
2017 Q2	$27K	Buy	+235	New	+$27.1K	0.01%	215
2016 Q4	–	Sell	-235	Closed	-$25K	–	312
2016 Q3	$25K	Buy	+235	New	+$26K	0.01%	221

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

C.M. Bidwell & Associates's VPU Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 235 shares — an estimated $34K sold.

C.M. Bidwell & Associates first reported a position in VPU in Q3 2016 and held it in 12 quarters. The position peaked at $34K in Q4 2019. 335 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

C.M. Bidwell & Associates reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 235 Vanguard Utilities ETF shares in Q1 2020, an estimated $34K.
C.M. Bidwell & Associates first reported a position in Vanguard Utilities ETF in Q3 2016 and held it in 12 quarters.
C.M. Bidwell & Associates's Vanguard Utilities ETF position peaked at $34K in Q4 2019.
335 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.