MCWS
VPU

McKinley Carter Wealth Services’s Vanguard Utilities ETF VPU Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-23
Closed -$3K – 381
2018
Q1 		$3K Buy
+23
New +$2.54K ﹤0.01% 417

Other funds holding VPU

BCMIO
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FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

McKinley Carter Wealth Services's VPU Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Vanguard Utilities ETF (VPU) in Q2 2018, closing a stake of 23 shares — an estimated $3K sold.

McKinley Carter Wealth Services first reported a position in VPU in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 221 funds tracked by Wall St. Rank hold VPU as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Vanguard Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 23 Vanguard Utilities ETF shares in Q2 2018, an estimated $3K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Utilities ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vanguard Utilities ETF position peaked at $3K in Q1 2018.
  • 221 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.