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

Liberty 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
2021 Q4	–	Sell	-209	Closed	-$29K	–	1081
2021 Q3	$29K	Hold	209	–	–	0.01%	555
2021 Q2	$29K	Buy	209 +4	+2%	+$573	0.01%	429
2021 Q1	$28K	Hold	205	–	–	0.01%	402
2020 Q4	$28K	Buy	205 +1	+0.5%	+$138	0.01%	398
2020 Q3	$26K	Buy	204 +2	+1%	+$259	0.02%	360
2020 Q2	$25K	Buy	202 +2	+1%	+$253	0.02%	348
2020 Q1	$24K	Buy	200 +1	+0.5%	+$141	0.02%	331
2019 Q4	$28K	Buy	+199	New	+$28K	0.02%	356
2019 Q3	–	Sell	-197	Closed	-$26K	–	990
2019 Q2	$26K	Buy	+197	New	+$25.8K	0.02%	366

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Liberty Wealth Management's VPU Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2021, closing a stake of 209 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in VPU in Q2 2019 and held it in 9 quarters. The position peaked at $29K in Q3 2021. 434 funds tracked by Wall St. Rank hold VPU as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 209 Vanguard Utilities ETF shares in Q4 2021, an estimated $29K.
Liberty Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2019 and held it in 9 quarters.
Liberty Wealth Management's Vanguard Utilities ETF position peaked at $29K in Q3 2021.
434 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.