MPPLM
VPU

Midwest Professional Planners Ltd (MPPL)’s Vanguard Utilities ETF VPU Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q1 		– Sell
-72
Closed -$8K – 357
2017
Q4 		$8K Buy
+72
New +$8.7K 0.01% 259

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Bank of America
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Envestnet Asset Management
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HIIFS
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LPL Financial
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DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
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LTFS
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Midwest Professional Planners Ltd (MPPL)'s VPU Position: Q1 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Utilities ETF (VPU) in Q1 2018, closing a stake of 72 shares — an estimated $8K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VPU in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 219 funds tracked by Wall St. Rank hold VPU as of Q1 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 72 Vanguard Utilities ETF shares in Q1 2018, an estimated $8K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 1 quarter.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Utilities ETF position peaked at $8K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2018, filed 15 May 2018.