KPW
VPU

Kore Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-313
Closed -$38K – 1058
2020
Q2 		$38K Buy
313
+40
+15% +$5.06K 0.01% 519
2020
Q1 		$33K Sell
273
-1,037
-79% -$146K 0.01% 501
2019
Q4 		$187K Buy
+1,310
New +$184K 0.04% 256
2019
Q1 		– Sell
-563
Closed -$66K – 984
2018
Q4 		$66K Buy
+563
New +$68.2K 0.02% 328

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kore Private Wealth's VPU Position: Q3 2020 in Review

Kore Private Wealth sold out of Vanguard Utilities ETF (VPU) in Q3 2020, closing a stake of 313 shares — an estimated $38K sold.

Kore Private Wealth first reported a position in VPU in Q4 2018 and held it in 4 quarters. The position peaked at $187K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q3 2020.

  • Kore Private Wealth reported no remaining Vanguard Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 313 Vanguard Utilities ETF shares in Q3 2020, an estimated $38K.
  • Kore Private Wealth first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's Vanguard Utilities ETF position peaked at $187K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.