HF
VPU

Halpern Financial’s Vanguard Utilities ETF VPU Stock Holding History

Halpern Financial’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
Q1 		– Sell
-65
Closed -$10.2K – 274
2021
Q4 		$10.2K Hold
65
– – ﹤0.01% 182
2021
Q3 		$9.04K Hold
65
– – ﹤0.01% 184
2021
Q2 		$9.02K Hold
65
– – ﹤0.01% 149
2021
Q1 		$9.13K Hold
65
– – ﹤0.01% 146
2020
Q4 		$8.92K Hold
65
– – ﹤0.01% 130
2020
Q3 		$8.39K Buy
+65
New +$8.41K 0.01% 120

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Halpern Financial's VPU Position: Q1 2022 in Review

Halpern Financial sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 65 shares — an estimated $10.2K sold.

Halpern Financial first reported a position in VPU in Q3 2020 and held it in 6 quarters. The position peaked at $10.2K in Q4 2021. 454 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Halpern Financial reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 65 Vanguard Utilities ETF shares in Q1 2022, an estimated $10.2K.
  • Halpern Financial first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 6 quarters.
  • Halpern Financial's Vanguard Utilities ETF position peaked at $10.2K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.