Gleason Group’s Vanguard Utilities ETF VPU Stock Holding History

Gleason 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
2022 Q3	–	Sell	-37	Closed	-$6K	–	258
2022 Q2	$6K	Buy	+37	New	+$5.82K	﹤0.01%	193

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

Gleason Group's VPU Position: Q3 2022 in Review

Gleason Group sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 37 shares — an estimated $6K sold.

Gleason Group first reported a position in VPU in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 465 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

Gleason Group reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
Gleason Group sold 37 Vanguard Utilities ETF shares in Q3 2022, an estimated $6K.
Gleason Group first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 1 quarter.
Gleason Group's Vanguard Utilities ETF position peaked at $6K in Q2 2022.
465 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Gleason Group's 13F filing for Q3 2022, filed 11 Oct 2022.