Patriot Financial Group Insurance Agency’s Vanguard Utilities ETF VPU Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-140	Closed	-$21K	–	1909
2022 Q2	$21K	Buy	140 +1	+0.7%	+$157	﹤0.01%	995
2022 Q1	$23K	Buy	139 +1	+0.7%	+$151	﹤0.01%	1040
2021 Q4	$22K	Buy	138 +2	+1%	+$295	﹤0.01%	1191
2021 Q3	$19K	Sell	136 -14	-9%	-$2.04K	﹤0.01%	1244
2021 Q2	$21K	Sell	150 -97	-39%	-$13.9K	﹤0.01%	1158
2021 Q1	$35K	Hold	247	–	–	0.01%	898
2020 Q4	$34K	Buy	247 +114	+86%	+$15.7K	0.01%	815
2020 Q3	$17K	Buy	+133	New	+$17.2K	0.01%	870

Other funds holding VPU

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VPU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 140 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in VPU in Q3 2020 and held it in 8 quarters. The position peaked at $35K in Q1 2021. 466 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 140 Vanguard Utilities ETF shares in Q3 2022, an estimated $21K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Vanguard Utilities ETF position peaked at $35K in Q1 2021.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.