MSG
VPU

Main Street Group’s Vanguard Utilities ETF VPU Stock Holding History

Main Street Group’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
2026
Q2 		– Sell
-245
Closed -$48.5K – 891
2026
Q1 		$48.5K Buy
+245
New +$47.6K 0.01% 271
2025
Q4 		– Sell
-245
Closed -$46.4K – 604
2025
Q3 		$46.4K Hold
245
– – 0.01% 257
2025
Q2 		$43.2K Hold
245
– – 0.01% 261
2025
Q1 		$41.8K Hold
245
– – 0.02% 272
2024
Q4 		$40K Hold
245
– – 0.01% 286
2024
Q3 		$42.6K Hold
245
– – 0.02% 280
2024
Q2 		$35.9K Hold
245
– – 0.01% 310
2024
Q1 		$34.7K Hold
245
– – 0.02% 333
2023
Q4 		$33.6K Buy
+245
New +$32.3K 0.01% 495

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MAG
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DAS
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PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return