IWA
VPU

IBEX Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

IBEX 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
Q4 		– Sell
-3,996
Closed -$568K – 187
2022
Q3 		$568K Buy
+3,996
New +$637K 0.15% 100
2021
Q4 		– Sell
-135
Closed -$19K – 421
2021
Q3 		$19K Buy
+135
New +$19.7K ﹤0.01% 321
2019
Q3 		– Sell
-135
Closed -$17K – 388
2019
Q2 		$17K Buy
+135
New +$17.7K ﹤0.01% 296
2017
Q1 		– Sell
-281
Closed -$30K – 385
2016
Q4 		$30K Buy
+281
New +$29.4K 0.01% 198

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's VPU Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 3,996 shares — an estimated $568K sold.

IBEX Wealth Advisors first reported a position in VPU in Q4 2016 and held it in 4 quarters. The position peaked at $568K in Q3 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

  • IBEX Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,996 Vanguard Utilities ETF shares in Q4 2022, an estimated $568K.
  • IBEX Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Vanguard Utilities ETF position peaked at $568K in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.