FIG
VPU

FundX Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

FundX Investment Group’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
2019
Q3 		– Sell
-27,592
Closed -$3.67M – 52
2019
Q2 		$3.67M Sell
27,592
-190
-0.7% -$24.8K 1.52% 13
2019
Q1 		$3.6M Buy
+27,782
New +$3.45M 1.22% 20

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FundX Investment Group's VPU Position: Q3 2019 in Review

FundX Investment Group sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 27,592 shares — an estimated $3.67M sold.

FundX Investment Group first reported a position in VPU in Q1 2019 and held it in 2 quarters. The position peaked at $3.67M in Q2 2019. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

  • FundX Investment Group reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • FundX Investment Group sold 27,592 Vanguard Utilities ETF shares in Q3 2019, an estimated $3.67M.
  • FundX Investment Group first reported a position in Vanguard Utilities ETF in Q1 2019 and held it in 2 quarters.
  • FundX Investment Group's Vanguard Utilities ETF position peaked at $3.67M in Q2 2019.
  • 294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on FundX Investment Group's 13F filing for Q3 2019, filed 8 Nov 2019.