Integrity Financial’s Vanguard Utilities ETF VPU Stock Holding History

Integrity Financial’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
2026 Q1	$3.96K	Buy	20 +7	+54%	+$1.36K	﹤0.01%	265
2025 Q4	$2.41K	Buy	13 +5	+63%	+$960	﹤0.01%	263
2025 Q3	$1.51K	Buy	8 +1	+14%	+$183	﹤0.01%	275
2025 Q2	$1.24K	Hold	7	–	–	﹤0.01%	276
2025 Q1	$1.2K	Buy	7 +3	+75%	+$507	﹤0.01%	259
2024 Q4	$654	Hold	4	–	–	﹤0.01%	241
2024 Q3	$696	Hold	4	–	–	﹤0.01%	214
2024 Q2	$592	Hold	4	–	–	﹤0.01%	214
2024 Q1	$570	Buy	4 +1	+33%	+$135	﹤0.01%	207
2023 Q4	$411	Buy	3 +1	+50%	+$132	﹤0.01%	197
2023 Q3	$255	Buy	+2	New	+$280	﹤0.01%	224
2022 Q3	–	Sell	-52	Closed	-$8K	–	223
2022 Q2	$8K	Hold	52	–	–	0.01%	174
2022 Q1	$8K	Hold	52	–	–	0.01%	169
2021 Q4	$8K	Buy	+52	New	+$7.67K	0.01%	171

Other funds holding VPU

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 $376B 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Empower Advisory Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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