Checchi Capital Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Checchi Capital Advisers’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 Q2	–	Sell	-2,353	Closed	-$335K	–	590
2024 Q1	$335K	Sell	2,353 -7	-0.3%	-$946	0.03%	417
2023 Q4	$323K	Buy	+2,360	New	+$312K	0.03%	407
2023 Q3	–	Sell	-1,998	Closed	-$284K	–	584
2023 Q2	$284K	Sell	1,998 -585	-23%	-$85.7K	0.03%	442
2023 Q1	$381K	Sell	2,583 -1,281	-33%	-$190K	0.04%	354
2022 Q4	$593K	Buy	3,864 +2,428	+169%	+$360K	0.06%	238
2022 Q3	$204K	Buy	+1,436	New	+$229K	0.02%	511

Other funds holding VPU

BCMIO

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Checchi Capital Advisers's VPU Position: Q2 2024 in Review

Checchi Capital Advisers sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 2,353 shares — an estimated $335K sold.

Checchi Capital Advisers first reported a position in VPU in Q3 2022 and held it in 6 quarters. The position peaked at $593K in Q4 2022. 515 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

Checchi Capital Advisers reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
Checchi Capital Advisers sold 2,353 Vanguard Utilities ETF shares in Q2 2024, an estimated $335K.
Checchi Capital Advisers first reported a position in Vanguard Utilities ETF in Q3 2022 and held it in 6 quarters.
Checchi Capital Advisers's Vanguard Utilities ETF position peaked at $593K in Q4 2022.
515 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Checchi Capital Advisers's 13F filing for Q2 2024, filed 26 Jul 2024.