LPWM LLC’s Vanguard Utilities ETF VPU Stock Holding History

LPWM LLC’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
2023 Q4	–	Sell	-2,360	Closed	-$287K	–	74
2023 Q3	$287K	Hold	2,360	–	–	0.13%	48
2023 Q2	$338K	Buy	+2,360	New	+$346K	0.15%	47

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

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

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

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

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

LPWM LLC's VPU Position: Q4 2023 in Review

LPWM LLC sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 2,360 shares — an estimated $287K sold.

LPWM LLC first reported a position in VPU in Q2 2023 and held it in 2 quarters. The position peaked at $338K in Q2 2023. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

LPWM LLC reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
LPWM LLC sold 2,360 Vanguard Utilities ETF shares in Q4 2023, an estimated $287K.
LPWM LLC first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 2 quarters.
LPWM LLC's Vanguard Utilities ETF position peaked at $338K in Q2 2023.
498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on LPWM LLC's 13F filing for Q4 2023, filed 12 Jan 2024.