GWM
VPU

Gupta Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$48K Sell
450
-120
-21% -$12K 0.01% 447
2015
Q4 		$54K Sell
570
-28
-5% -$2.62K 0.01% 419
2015
Q3 		$56K Buy
598
+28
+5% +$2.6K 0.01% 430
2015
Q2 		$51K Hold
570
– – 0.01% 466
2015
Q1 		$55K Buy
+570
New +$57.2K 0.02% 389

Other funds holding VPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Gupta Wealth Management's VPU Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 21% in Q1 2016, selling an estimated $12K and leaving 450 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #447.

Gupta Wealth Management first reported a position in VPU in Q1 2015 and has held it in 5 quarters since. The position peaked at $56K in Q3 2015. 151 funds tracked by Wall St. Rank hold VPU as of Q1 2016.

  • Gupta Wealth Management held 450 shares of Vanguard Utilities ETF worth $48K as of Q1 2016.
  • Gupta Wealth Management sold 120 Vanguard Utilities ETF shares in Q1 2016, an estimated $12K.
  • Vanguard Utilities ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #447 holding.
  • Gupta Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Utilities ETF position peaked at $56K in Q3 2015.
  • 151 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.