EWG Elevate’s Vanguard Utilities ETF VPU Stock Holding History

EWG Elevate’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	–	Sell	-195	Closed	-$29.9K	–	769
2022 Q4	$29.9K	Buy	+195	New	+$28.9K	0.02%	222

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

EWG Elevate's VPU Position: Q1 2023 in Review

EWG Elevate sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 195 shares — an estimated $29.9K sold.

EWG Elevate first reported a position in VPU in Q4 2022 and held it in 1 quarter. The position peaked at $29.9K in Q4 2022. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

EWG Elevate reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 195 Vanguard Utilities ETF shares in Q1 2023, an estimated $29.9K.
EWG Elevate first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's Vanguard Utilities ETF position peaked at $29.9K in Q4 2022.
487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.