Householder Group Estate & Retirement Specialist’s Vanguard Utilities ETF VPU Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q2	–	Sell	-249	Closed	-$35.5K	–	1346
2024 Q1	$35.5K	Sell	249 -222	-47%	-$30K	0.01%	545
2023 Q4	$64K	Sell	471 -218	-32%	-$28.8K	0.02%	414
2023 Q3	$88K	Buy	+689	New	+$96.4K	0.03%	345
2023 Q1	$129K	Buy	+875	New	+$130K	0.05%	253
2022 Q4	–	Sell	-862	Closed	-$122K	–	1136
2022 Q3	$122K	Buy	+862	New	+$137K	0.05%	235

Other funds holding VPU

BCMIO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VPU Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 249 shares — an estimated $35.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in VPU in Q3 2022 and held it in 5 quarters. The position peaked at $129K in Q1 2023. 515 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 249 Vanguard Utilities ETF shares in Q2 2024, an estimated $35.5K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Utilities ETF in Q3 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Utilities ETF position peaked at $129K in Q1 2023.
515 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.