PIAS
VPU

PCA Investment Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

PCA Investment Advisory 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
2023
Q3 		– Sell
-164
Closed -$23.3K – 408
2023
Q2 		$23.3K Buy
+164
New +$24K 0.01% 335

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Envestnet Asset Management
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA Investment Advisory Services's VPU Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 164 shares — an estimated $23.3K sold.

PCA Investment Advisory Services first reported a position in VPU in Q2 2023 and held it in 1 quarter. The position peaked at $23.3K in Q2 2023. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 164 Vanguard Utilities ETF shares in Q3 2023, an estimated $23.3K.
  • PCA Investment Advisory Services first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Vanguard Utilities ETF position peaked at $23.3K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.