Front Row Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Front Row Advisors’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
2024 Q3	–	Sell	-1,405	Closed	-$210K	–	840
2024 Q2	$210K	Hold	1,405	–	–	0.07%	134
2024 Q1	$200K	Buy	+1,405	New	+$190K	0.07%	119
2023 Q4	–	Sell	-1,725	Closed	-$222K	–	807
2023 Q3	$222K	Hold	1,725	–	–	0.1%	108
2023 Q2	$247K	Hold	1,725	–	–	0.11%	106
2023 Q1	$254K	Hold	1,725	–	–	0.12%	100
2022 Q4	$265K	Hold	1,725	–	–	0.14%	99
2022 Q3	$248K	Hold	1,725	–	–	0.13%	103
2022 Q2	$263K	Hold	1,725	–	–	0.13%	104
2022 Q1	$279K	Hold	1,725	–	–	0.11%	109
2021 Q4	$270K	Hold	1,725	–	–	0.1%	117
2021 Q3	$242K	Hold	1,725	–	–	0.1%	120
2021 Q2	$259K	Sell	1,725 -23	-1%	-$3.3K	0.11%	118
2021 Q1	$246K	Hold	1,748	–	–	0.12%	113
2020 Q4	$240K	Hold	1,748	–	–	0.12%	111
2020 Q3	$244K	Sell	1,748 -200	-10%	-$25.9K	0.13%	109
2020 Q2	$241K	Hold	1,948	–	–	0.15%	103
2020 Q1	$245K	Hold	1,948	–	–	0.17%	95
2019 Q4	$278K	Hold	1,948	–	–	0.18%	89
2019 Q3	$282K	Hold	1,948	–	–	0.2%	90
2019 Q2	$259K	Hold	1,948	–	–	0.19%	89
2019 Q1	$252K	Hold	1,948	–	–	0.2%	89
2018 Q4	$230K	Sell	1,948 -2	-0.1%	-$242	0.2%	90
2018 Q3	$239K	Hold	1,950	–	–	0.17%	92
2018 Q2	$227K	Buy	1,950 +25	+1%	+$2.81K	0.15%	103
2018 Q1	$215K	Hold	1,925	–	–	0.15%	105
2017 Q4	$224K	Buy	+1,925	New	+$232K	0.18%	107

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Front Row Advisors's VPU Position: Q3 2024 in Review

Front Row Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2024, closing a stake of 1,405 shares — an estimated $210K sold.

Front Row Advisors first reported a position in VPU in Q4 2017 and held it in 26 quarters. The position peaked at $282K in Q3 2019. 553 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

Front Row Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 1,405 Vanguard Utilities ETF shares in Q3 2024, an estimated $210K.
Front Row Advisors first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 26 quarters.
Front Row Advisors's Vanguard Utilities ETF position peaked at $282K in Q3 2019.
553 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.