FourThought Financial’s Vanguard Utilities ETF VPU Stock Holding History

FourThought Financial’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
2022 Q3	$85K	Hold	598	–	–	0.01%	473
2022 Q2	$91K	Hold	598	–	–	0.01%	463
2022 Q1	$97K	Buy	598 +573	+2,292%	+$86.6K	0.01%	484
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	1276
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	1327
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	1329
2021 Q1	$3K	Sell	25 -25	-50%	-$3.41K	﹤0.01%	1274
2020 Q4	$6K	Buy	+50	New	+$6.89K	﹤0.01%	1122

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FourThought Financial's VPU Position: Q3 2022 in Review

FourThought Financial held its Vanguard Utilities ETF (VPU) position steady in Q3 2022 at 598 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #473.

FourThought Financial first reported a position in VPU in Q4 2020 and has held it in 8 quarters since. The position peaked at $97K in Q1 2022. 466 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

FourThought Financial held 598 shares of Vanguard Utilities ETF worth $85K as of Q3 2022.
FourThought Financial left its Vanguard Utilities ETF share count unchanged in Q3 2022.
Vanguard Utilities ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #473 holding.
FourThought Financial first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Utilities ETF position peaked at $97K in Q1 2022.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.