LWM
VPU

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

Laidlaw 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
2023
Q3 		– Sell
-5,716
Closed -$813K – 372
2023
Q2 		$813K Sell
5,716
-69
-1% -$10.1K 0.16% 145
2023
Q1 		$853K Sell
5,785
-293
-5% -$43.4K 0.17% 138
2022
Q4 		$932K Buy
6,078
+4,587
+308% +$680K 0.2% 127
2022
Q3 		$212K Buy
1,491
+76
+5% +$12.1K 0.05% 293
2022
Q2 		$216K Buy
+1,415
New +$223K 0.04% 330

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Laidlaw Wealth Management's VPU Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 5,716 shares — an estimated $813K sold.

Laidlaw Wealth Management first reported a position in VPU in Q2 2022 and held it in 5 quarters. The position peaked at $932K in Q4 2022. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,716 Vanguard Utilities ETF shares in Q3 2023, an estimated $813K.
  • Laidlaw Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 5 quarters.
  • Laidlaw Wealth Management's Vanguard Utilities ETF position peaked at $932K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.