ECM
VPU

Evergreen Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Evergreen Capital 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
2021
Q4 		– Sell
-27,590
Closed -$3.84M – 654
2021
Q3 		$3.84M Buy
27,590
+681
+3% +$99.4K 0.17% 138
2021
Q2 		$3.73M Buy
26,909
+1,035
+4% +$148K 0.18% 134
2021
Q1 		$3.64M Buy
+25,874
New +$3.52M 0.19% 131

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Morgan Stanley
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LPL Financial
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return