MFGM
VPU

Marshall Financial Group (Maryland)’s Vanguard Utilities ETF VPU Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-2,609
Closed -$385K – 181
2023
Q1 		$385K Buy
2,609
+437
+20% +$64.7K 0.14% 138
2022
Q4 		$333K Sell
2,172
-29
-1% -$4.3K 0.13% 136
2022
Q3 		$313K Sell
2,201
-8
-0.4% -$1.27K 0.13% 143
2022
Q2 		$336K Sell
2,209
-64
-3% -$10.1K 0.13% 146
2022
Q1 		$368K Sell
2,273
-17
-0.7% -$2.57K 0.15% 154
2021
Q4 		$358K Buy
2,290
+15
+0.7% +$2.21K 0.13% 166
2021
Q3 		$316K Sell
2,275
-197
-8% -$28.8K 0.16% 148
2021
Q2 		$343K Buy
2,472
+58
+2% +$8.31K 0.19% 140
2021
Q1 		$339K Buy
2,414
+314
+15% +$42.8K 0.2% 109
2020
Q4 		$288K Buy
+2,100
New +$290K 0.19% 108

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PCH
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
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