LAS
VPU

Lloyd Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Lloyd Advisory Services’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
2020
Q2 		– Sell
-5,362
Closed -$679K – 347
2020
Q1 		$654K Buy
+5,362
New +$754K 0.48% 16

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UBS Group
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Osaic Holdings
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HIIFS
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Lloyd Advisory Services's VPU Position: Q2 2020 in Review

Lloyd Advisory Services sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 5,362 shares — an estimated $679K sold.

Lloyd Advisory Services first reported a position in VPU in Q1 2020 and held it in 1 quarter. The position peaked at $654K in Q1 2020. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

  • Lloyd Advisory Services reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,362 Vanguard Utilities ETF shares in Q2 2020, an estimated $679K.
  • Lloyd Advisory Services first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 1 quarter.
  • Lloyd Advisory Services's Vanguard Utilities ETF position peaked at $654K in Q1 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Lloyd Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.