Measured Wealth Private Client Group’s Vanguard Utilities ETF VPU Stock Holding History

Measured Wealth Private Client 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
2019 Q3	–	Sell	-1,805	Closed	-$240K	–	203
2019 Q2	$240K	Buy	+1,805	New	+$236K	0.14%	163

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's VPU Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 1,805 shares — an estimated $240K sold.

Measured Wealth Private Client Group first reported a position in VPU in Q2 2019 and held it in 1 quarter. The position peaked at $240K in Q2 2019. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 1,805 Vanguard Utilities ETF shares in Q3 2019, an estimated $240K.
Measured Wealth Private Client Group first reported a position in Vanguard Utilities ETF in Q2 2019 and held it in 1 quarter.
Measured Wealth Private Client Group's Vanguard Utilities ETF position peaked at $240K in Q2 2019.
294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.