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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Hudock Inc's VPU Position: Q4 2022 in Review

Hudock Inc sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 6 shares.

Hudock Inc first reported a position in VPU in Q3 2015 and held it in 15 quarters. The position peaked at $261K in Q3 2019. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

Hudock Inc reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 6 Vanguard Utilities ETF shares in Q4 2022.
Hudock Inc first reported a position in Vanguard Utilities ETF in Q3 2015 and held it in 15 quarters.
Hudock Inc's Vanguard Utilities ETF position peaked at $261K in Q3 2019.
497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.