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

Campbell 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
2020 Q3	–	Sell	-1,405	Closed	-$174K	–	338
2020 Q2	$174K	Buy	+1,405	New	+$178K	0.03%	62
2020 Q1	–	Sell	-1,405	Closed	-$201K	–	66
2019 Q4	$201K	Sell	1,405 -958	-41%	-$135K	0.04%	65
2019 Q3	$339K	Hold	2,363	–	–	0.08%	39
2019 Q2	$314K	Buy	2,363 +447	+23%	+$58.4K	0.08%	39
2019 Q1	$248K	Hold	1,916	–	–	0.07%	46
2018 Q4	$226K	Buy	+1,916	New	+$232K	0.07%	44

Other funds holding VPU

BCMIO

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Campbell Wealth Management's VPU Position: Q3 2020 in Review

Campbell Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2020, closing a stake of 1,405 shares — an estimated $174K sold.

Campbell Wealth Management first reported a position in VPU in Q4 2018 and held it in 6 quarters. The position peaked at $339K in Q3 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q3 2020.

Campbell Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 1,405 Vanguard Utilities ETF shares in Q3 2020, an estimated $174K.
Campbell Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 6 quarters.
Campbell Wealth Management's Vanguard Utilities ETF position peaked at $339K in Q3 2019.
336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.