Hudock Inc’s Vanguard Utilities ETF VPU Stock Holding History

Hudock Inc’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 Q4	–	Sell	-6	Closed	–	–	734
2022 Q3	$0	Hold	6	–	–	﹤0.01%	828
2022 Q2	$0	Hold	6	–	–	﹤0.01%	815
2022 Q1	$0	Hold	6	–	–	﹤0.01%	816
2021 Q4	$0	Buy	+6	New	+$885	﹤0.01%	882
2021 Q1	–	Sell	-156	Closed	-$21K	–	847
2020 Q4	$21K	Buy	156 +1	+0.6%	+$138	0.01%	426
2020 Q3	$20K	Buy	155 +2	+1%	+$259	0.01%	381
2020 Q2	$19K	Buy	153 +1	+0.7%	+$127	0.01%	380
2020 Q1	$18K	Buy	152 +1	+0.7%	+$141	0.01%	342
2019 Q4	$21K	Sell	151 -1,670	-92%	-$235K	0.01%	345
2019 Q3	$261K	Hold	1,821	–	–	0.09%	87
2019 Q2	$242K	Sell	1,821 -96	-5%	-$12.6K	0.09%	95
2019 Q1	$248K	Sell	1,917 -73	-4%	-$9.05K	0.09%	93
2018 Q4	$233K	Buy	1,990 +1,438	+261%	+$174K	0.1%	92
2018 Q3	$65K	Buy	+552	New	+$65.5K	0.03%	213
2015 Q4	–	Sell	-27	Closed	-$2K	–	593
2015 Q3	$2K	Buy	+27	New	+$2.51K	﹤0.01%	529

Other funds holding VPU

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America

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

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

Northwestern Mutual Wealth Management

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

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management

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

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

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