Claraphi Advisory Network’s Vanguard Utilities ETF VPU Stock Holding History

Claraphi Advisory Network’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
2022 Q3	–	Sell	-1,322	Closed	-$201K	–	294
2022 Q2	$201K	Hold	1,322	–	–	0.07%	247
2022 Q1	$214K	Sell	1,322 -180	-12%	-$27.2K	0.06%	251
2021 Q4	$235K	Buy	+1,502	New	+$222K	0.08%	257
2020 Q2	–	Sell	-100	Closed	-$12K	–	1172
2020 Q1	$12K	Buy	+100	New	+$14.1K	0.01%	744

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Claraphi Advisory Network's VPU Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 1,322 shares — an estimated $201K sold.

Claraphi Advisory Network first reported a position in VPU in Q1 2020 and held it in 4 quarters. The position peaked at $235K in Q4 2021. 464 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

Claraphi Advisory Network reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 1,322 Vanguard Utilities ETF shares in Q3 2022, an estimated $201K.
Claraphi Advisory Network first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 4 quarters.
Claraphi Advisory Network's Vanguard Utilities ETF position peaked at $235K in Q4 2021.
464 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.