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Henrickson Nauta Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Henrickson Nauta Wealth Advisors’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
-5
Closed -$1K – 258
2021
Q4 		$1K Buy
+5
New +$737 ﹤0.01% 279

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Envestnet Asset Management
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LPL Financial
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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Personal Capital Advisors
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

Henrickson Nauta Wealth Advisors's VPU Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Henrickson Nauta Wealth Advisors first reported a position in VPU in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 454 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 5 Vanguard Utilities ETF shares in Q1 2022, an estimated $1K.
  • Henrickson Nauta Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Vanguard Utilities ETF position peaked at $1K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.