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

Other funds holding VPU

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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. 455 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.
455 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.