LM Advisors’s Vanguard Utilities ETF VPU Stock Holding History

LM 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
2024 Q1	–	Sell	-299	Closed	-$41K	–	686
2023 Q4	$41K	Buy	+299	New	+$39.5K	0.01%	353

Other funds holding VPU

BCMIO

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

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LM Advisors's VPU Position: Q1 2024 in Review

LM Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 299 shares — an estimated $41K sold.

LM Advisors first reported a position in VPU in Q4 2023 and held it in 1 quarter. The position peaked at $41K in Q4 2023. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

LM Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 299 Vanguard Utilities ETF shares in Q1 2024, an estimated $41K.
LM Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Vanguard Utilities ETF position peaked at $41K in Q4 2023.
492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.