LA
VPU

Legacy Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Legacy Advisors’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
2019
Q2 		– Sell
-185
Closed -$24K – 424
2019
Q1 		$24K Buy
+185
New +$22.9K 0.01% 266
2018
Q3 		– Sell
-149
Closed -$17K – 504
2018
Q2 		$17K Buy
+149
New +$16.7K 0.01% 268

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Advisors's VPU Position: Q2 2019 in Review

Legacy Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 185 shares — an estimated $24K sold.

Legacy Advisors first reported a position in VPU in Q2 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

  • Legacy Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 185 Vanguard Utilities ETF shares in Q2 2019, an estimated $24K.
  • Legacy Advisors first reported a position in Vanguard Utilities ETF in Q2 2018 and held it in 2 quarters.
  • Legacy Advisors's Vanguard Utilities ETF position peaked at $24K in Q1 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.