Janiczek Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.15K	Hold	8	–	–	﹤0.01%	915
2024 Q1	$1.1K	Hold	8	–	–	﹤0.01%	935
2023 Q4	$1.05K	Buy	8 +1	+14%	+$132	﹤0.01%	933
2023 Q3	$965	Hold	7	–	–	﹤0.01%	923
2023 Q2	$1.07K	Hold	7	–	–	﹤0.01%	839
2023 Q1	$1.11K	Hold	7	–	–	﹤0.01%	840
2022 Q4	$1.15K	Sell	7 -21	-75%	-$3.11K	﹤0.01%	843
2022 Q3	$4K	Hold	28	–	–	﹤0.01%	702
2022 Q2	$5K	Buy	28 +21	+300%	+$3.31K	﹤0.01%	677
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	913
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	972
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	942
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	878
2021 Q1	$1K	Buy	+7	New	+$954	﹤0.01%	841

Other funds holding VPU

BCMIO

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Janiczek Wealth Management's VPU Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2024 at 8 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Janiczek Wealth Management first reported a position in VPU in Q1 2021 and has held it in 14 quarters since. The position peaked at $5K in Q2 2022. 514 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

Janiczek Wealth Management held 8 shares of Vanguard Utilities ETF worth $1.15K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2024.
Vanguard Utilities ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #915 holding.
Janiczek Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Vanguard Utilities ETF position peaked at $5K in Q2 2022.
514 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.