CWA
VPU

Clarus Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-440
Closed -$59K – 539
2019
Q2 		$59K Buy
440
+3
+0.7% +$392 0.04% 254
2019
Q1 		$57K Buy
437
+3
+0.7% +$372 0.04% 269
2018
Q4 		$51K Buy
434
+4
+0.9% +$484 0.08% 256
2018
Q3 		$51K Buy
430
+7
+2% +$830 0.03% 297
2018
Q2 		$47K Buy
+423
New +$47.5K 0.04% 296

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarus Wealth Advisors's VPU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 440 shares — an estimated $59K sold.

Clarus Wealth Advisors first reported a position in VPU in Q2 2018 and held it in 5 quarters. The position peaked at $59K in Q2 2019. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 440 Vanguard Utilities ETF shares in Q3 2019, an estimated $59K.
  • Clarus Wealth Advisors first reported a position in Vanguard Utilities ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Vanguard Utilities ETF position peaked at $59K in Q2 2019.
  • 294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.