LFS
VPU

Legacy Financial Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-2,546
Closed -$295K – 92
2018
Q2 		$295K Buy
+2,546
New +$286K 0.26% 74

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Legacy Financial Strategies's VPU Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Utilities ETF (VPU) in Q3 2018, closing a stake of 2,546 shares — an estimated $295K sold.

Legacy Financial Strategies first reported a position in VPU in Q2 2018 and held it in 1 quarter. The position peaked at $295K in Q2 2018. 219 funds tracked by Wall St. Rank hold VPU as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,546 Vanguard Utilities ETF shares in Q3 2018, an estimated $295K.
  • Legacy Financial Strategies first reported a position in Vanguard Utilities ETF in Q2 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's Vanguard Utilities ETF position peaked at $295K in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.