PWM
VPU

Praetorian Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Praetorian Wealth Management’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
2026
Q2 		$3.48M Buy
17,784
+1,314
+8% +$258K 0.6% 34
2026
Q1 		$3.33M Buy
16,470
+1,375
+9% +$267K 0.63% 33
2025
Q4 		$2.79M Buy
15,095
+13,712
+991% +$2.63M 0.55% 35
2025
Q3 		$262K Buy
+1,383
New +$253K 0.05% 58
2025
Q2 		– Sell
-1,593
Closed -$272K – 60
2025
Q1 		$272K Buy
1,593
+335
+27% +$56.6K 0.07% 52
2024
Q4 		$206K Buy
+1,258
New +$215K 0.05% 59
2024
Q3 		– Sell
-1,470
Closed -$217K – 55
2024
Q2 		$217K Buy
+1,470
New +$219K 0.06% 55
2024
Q1 		– Sell
-2,547
Closed -$349K – 55
2023
Q4 		$349K Buy
+2,547
New +$336K 0.1% 43
2023
Q1 		– Sell
-2,209
Closed -$339K – 54
2022
Q4 		$339K Buy
2,209
+278
+14% +$41.2K 0.12% 44
2022
Q3 		$274K Buy
+1,931
New +$308K 0.1% 49
2021
Q4 		– Sell
-2,149
Closed -$299K – 55
2021
Q3 		$299K Buy
2,149
+77
+4% +$11.2K 0.1% 52
2021
Q2 		$287K Buy
+2,072
New +$297K 0.1% 53

Other funds holding VPU

MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM