CWM
VPU

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

Cedar 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
2024
Q4 		– Sell
-153
Closed -$26.6K – 257
2024
Q3 		$26.6K Sell
153
-306
-67% -$49.2K 0.01% 181
2024
Q2 		$67.9K Sell
459
-16
-3% -$2.38K 0.02% 149
2024
Q1 		$67.7K Buy
475
+108
+29% +$14.6K 0.02% 153
2023
Q4 		$50.3K Buy
367
+83
+29% +$11K 0.02% 159
2023
Q3 		$36.2K Buy
284
+204
+255% +$28.5K 0.01% 172
2023
Q2 		$11.4K Sell
80
-32
-29% -$4.69K ﹤0.01% 232
2023
Q1 		$16.5K Buy
112
+13
+13% +$1.92K 0.01% 213
2022
Q4 		$15.2K Buy
99
+21
+27% +$3.11K 0.01% 211
2022
Q3 		$11K Buy
+78
New +$12.4K 0.01% 252

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return