FA
VPU

Financial Advantage’s Vanguard Utilities ETF VPU Stock Holding History

Financial Advantage’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
2020
Q3 		– Sell
-100
Closed -$12K – 159
2020
Q2 		$12K Buy
+100
New +$12.7K 0.01% 116

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Advantage's VPU Position: Q3 2020 in Review

Financial Advantage sold out of Vanguard Utilities ETF (VPU) in Q3 2020, closing a stake of 100 shares — an estimated $12K sold.

Financial Advantage first reported a position in VPU in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 336 funds tracked by Wall St. Rank hold VPU as of Q3 2020.

  • Financial Advantage reported no remaining Vanguard Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 100 Vanguard Utilities ETF shares in Q3 2020, an estimated $12K.
  • Financial Advantage first reported a position in Vanguard Utilities ETF in Q2 2020 and held it in 1 quarter.
  • Financial Advantage's Vanguard Utilities ETF position peaked at $12K in Q2 2020.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.