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

Loveless 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
2022 Q2	$268K	Hold	1,760	–	–	0.18%	112
2022 Q1	$285K	Sell	1,760 -300	-15%	-$45.4K	0.16%	119
2021 Q4	$322K	Buy	2,060 +300	+17%	+$44.2K	0.18%	113
2021 Q3	$245K	Hold	1,760	–	–	0.15%	120
2021 Q2	$244K	Hold	1,760	–	–	0.15%	118
2021 Q1	$247K	Hold	1,760	–	–	0.16%	113
2020 Q4	$242K	Hold	1,760	–	–	0.18%	109
2020 Q3	$227K	Hold	1,760	–	–	0.19%	101
2020 Q2	$218K	Hold	1,760	–	–	0.2%	105
2020 Q1	$215K	Hold	1,760	–	–	0.25%	87
2019 Q4	$248K	Buy	+1,760	New	+$248K	0.21%	104

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCA

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Loveless Wealth Management's VPU Position: Q2 2022 in Review

Loveless Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2022 at 1,760 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #112.

Loveless Wealth Management first reported a position in VPU in Q4 2019 and has held it in 11 quarters since. The position peaked at $322K in Q4 2021. 466 funds tracked by Wall St. Rank hold VPU as of Q2 2022.

Loveless Wealth Management held 1,760 shares of Vanguard Utilities ETF worth $268K as of Q2 2022.
Loveless Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2022.
Vanguard Utilities ETF made up 0.18% of Loveless Wealth Management's portfolio in Q2 2022, its #112 holding.
Loveless Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Vanguard Utilities ETF position peaked at $322K in Q4 2021.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.