PWS
VPU

Precision Wealth Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Precision Wealth Strategies’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
2021
Q2 		– Sell
-8,271
Closed -$1.16M – 123
2021
Q1 		$1.16M Buy
8,271
+3,510
+74% +$478K 1.12% 13
2020
Q4 		$653K Buy
+4,761
New +$656K 0.71% 14

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Precision Wealth Strategies's VPU Position: Q2 2021 in Review

Precision Wealth Strategies sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 8,271 shares — an estimated $1.16M sold.

Precision Wealth Strategies first reported a position in VPU in Q4 2020 and held it in 2 quarters. The position peaked at $1.16M in Q1 2021. 377 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

  • Precision Wealth Strategies reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 8,271 Vanguard Utilities ETF shares in Q2 2021, an estimated $1.16M.
  • Precision Wealth Strategies first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 2 quarters.
  • Precision Wealth Strategies's Vanguard Utilities ETF position peaked at $1.16M in Q1 2021.
  • 377 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Precision Wealth Strategies's 13F filing for Q2 2021, filed 22 Jul 2021.