Kovitz Investment Group Partners
VPU icon

Kovitz Investment Group Partners’s Vanguard Utilities ETF VPU Stock Holding History

Kovitz Investment Group Partners’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
2021
Q2 		– Sell
-1,438
Closed -$202K – 443
2021
Q1 		$202K Buy
+1,438
New +$196K ﹤0.01% 405

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PCA
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AIC
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Kovitz Investment Group Partners's VPU Position: Q2 2021 in Review

Kovitz Investment Group Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 1,438 shares — an estimated $202K sold.

Kovitz Investment Group Partners first reported a position in VPU in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

  • Kovitz Investment Group Partners reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,438 Vanguard Utilities ETF shares in Q2 2021, an estimated $202K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Vanguard Utilities ETF position peaked at $202K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2021, filed 30 Jul 2021.