GGI
VPU

Godsey & Gibb Inc’s Vanguard Utilities ETF VPU Stock Holding History

Godsey & Gibb Inc’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
Q3 		– Sell
-75
Closed -$10.7K – 375
2023
Q2 		$10.7K Hold
75
– – ﹤0.01% 270
2023
Q1 		$11.1K Hold
75
– – ﹤0.01% 241
2022
Q4 		$11.5K Buy
+75
New +$11.1K ﹤0.01% 199
2022
Q1 		– Sell
-335
Closed -$52K – 155
2021
Q4 		$52K Hold
335
– – 0.02% 53
2021
Q3 		$47K Buy
+335
New +$48.9K 0.02% 44

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Godsey & Gibb Inc's VPU Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 75 shares — an estimated $10.7K sold.

Godsey & Gibb Inc first reported a position in VPU in Q3 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Godsey & Gibb Inc reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 75 Vanguard Utilities ETF shares in Q3 2023, an estimated $10.7K.
  • Godsey & Gibb Inc first reported a position in Vanguard Utilities ETF in Q3 2021 and held it in 5 quarters.
  • Godsey & Gibb Inc's Vanguard Utilities ETF position peaked at $52K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.