LIWM
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Long Island Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Long Island 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
2024
Q1 		– Sell
-563
Closed -$77K – 401
2023
Q4 		$77K Buy
+563
New +$74.3K 0.05% 109

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Envestnet Asset Management
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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Long Island Wealth Management's VPU Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 563 shares — an estimated $77K sold.

Long Island Wealth Management first reported a position in VPU in Q4 2023 and held it in 1 quarter. The position peaked at $77K in Q4 2023. 493 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 563 Vanguard Utilities ETF shares in Q1 2024, an estimated $77K.
  • Long Island Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Utilities ETF position peaked at $77K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.