GWSG
VPU

GPS Wealth Strategies Group’s Vanguard Utilities ETF VPU Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-188
Closed -$35.6K – 1560
2025
Q3 		$35.6K Hold
188
– – ﹤0.01% 758
2025
Q2 		$33.2K Sell
188
-889
-83% -$153K ﹤0.01% 735
2025
Q1 		$184K Buy
1,077
+889
+473% +$150K 0.02% 314
2024
Q4 		$30.7K Hold
188
– – ﹤0.01% 695
2024
Q3 		$32.7K Hold
188
– – ﹤0.01% 682
2024
Q2 		$27.8K Hold
188
– – ﹤0.01% 677
2024
Q1 		$26.8K Hold
188
– – ﹤0.01% 650
2023
Q4 		$25.8K Hold
188
– – ﹤0.01% 635
2023
Q3 		$24K Sell
188
-19
-9% -$2.66K ﹤0.01% 653
2023
Q2 		$29.4K Buy
207
+19
+10% +$2.78K 0.01% 613
2023
Q1 		$27.7K Buy
+188
New +$27.8K 0.01% 624
2022
Q4 		– Sell
-188
Closed -$27K – 1058
2022
Q3 		$27K Hold
188
– – 0.01% 554
2022
Q2 		$29K Hold
188
– – 0.01% 548
2022
Q1 		$30K Sell
188
-112
-37% -$16.9K 0.01% 521
2021
Q4 		$47K Hold
300
– – 0.01% 418
2021
Q3 		$42K Hold
300
– – 0.01% 422
2021
Q2 		$42K Hold
300
– – 0.01% 443
2021
Q1 		$42K Buy
+300
New +$40.9K 0.01% 416

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 $376B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return