Clear Perspectives Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$88.5K	Hold	600	–	–	0.05%	54
2022 Q4	$92K	Hold	600	–	–	0.05%	60
2022 Q3	$85K	Hold	600	–	–	0.04%	66
2022 Q2	$91K	Hold	600	–	–	0.04%	69
2022 Q1	$97K	Hold	600	–	–	0.04%	67
2021 Q4	$94K	Hold	600	–	–	0.04%	80
2021 Q3	$83K	Hold	600	–	–	0.04%	80
2021 Q2	$83K	Buy	600 +150	+33%	+$21.5K	0.04%	80
2021 Q1	$63K	Sell	450 -4	-0.9%	-$545	0.04%	80
2020 Q4	$62K	Buy	+454	New	+$62.6K	0.04%	77

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Clear Perspectives Financial Planning's VPU Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Vanguard Utilities ETF (VPU) position steady in Q1 2023 at 600 shares worth $88.5K. The position accounts for 0.05% of the portfolio, ranked #54.

Clear Perspectives Financial Planning first reported a position in VPU in Q4 2020 and has held it in 10 quarters since. The position peaked at $97K in Q1 2022. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

Clear Perspectives Financial Planning held 600 shares of Vanguard Utilities ETF worth $88.5K as of Q1 2023.
Clear Perspectives Financial Planning left its Vanguard Utilities ETF share count unchanged in Q1 2023.
Vanguard Utilities ETF made up 0.05% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #54 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Utilities ETF position peaked at $97K in Q1 2022.
487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.