I2I
VPU

Insight 2811 Inc’s Vanguard Utilities ETF VPU Stock Holding History

Insight 2811 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
2023
Q3 		– Sell
-4,397
Closed -$625K – 99
2023
Q2 		$625K Buy
4,397
+612
+16% +$89.6K 0.34% 34
2023
Q1 		$558K Sell
3,785
-955
-20% -$141K 0.35% 36
2022
Q4 		$727K Sell
4,740
-1,812
-28% -$269K 0.45% 28
2022
Q3 		$932K Buy
6,552
+557
+9% +$88.8K 0.63% 17
2022
Q2 		$913K Buy
5,995
+3,934
+191% +$619K 0.6% 18
2022
Q1 		$333K Sell
2,061
-61
-3% -$9.22K 0.2% 63
2021
Q4 		$332K Sell
2,122
-164
-7% -$24.2K 0.19% 59
2021
Q3 		$318K Buy
2,286
+266
+13% +$38.8K 0.19% 54
2021
Q2 		$280K Buy
+2,020
New +$289K 0.16% 67

Other funds holding VPU

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Bank of America
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return