FWA
VPU

FSC Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

FSC Wealth 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
2023
Q2 		– Sell
-514
Closed -$75.8K – 197
2023
Q1 		$75.8K Buy
514
+253
+97% +$37.5K 0.12% 45
2022
Q4 		$40K Hold
261
– – 0.07% 58
2022
Q3 		$37K Sell
261
-61
-19% -$9.72K 0.36% 52
2022
Q2 		$49K Buy
322
+28
+10% +$4.41K 0.43% 52
2022
Q1 		$48K Sell
294
-17
-5% -$2.57K 0.05% 69
2021
Q4 		$49K Buy
+311
New +$45.9K 0.03% 76

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

FSC Wealth Advisors's VPU Position: Q2 2023 in Review

FSC Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 514 shares — an estimated $75.8K sold.

FSC Wealth Advisors first reported a position in VPU in Q4 2021 and held it in 6 quarters. The position peaked at $75.8K in Q1 2023. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • FSC Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 514 Vanguard Utilities ETF shares in Q2 2023, an estimated $75.8K.
  • FSC Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 6 quarters.
  • FSC Wealth Advisors's Vanguard Utilities ETF position peaked at $75.8K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on FSC Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.