Prestige Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Prestige Wealth Management Group’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	-60	Closed	-$8K	–	1043
2021 Q1	$8K	Hold	60	–	–	﹤0.01%	535
2020 Q4	$8K	Hold	60	–	–	﹤0.01%	499
2020 Q3	$8K	Hold	60	–	–	﹤0.01%	479
2020 Q2	$7K	Hold	60	–	–	﹤0.01%	484
2020 Q1	$7K	Hold	60	–	–	﹤0.01%	448
2019 Q4	$9K	Hold	60	–	–	﹤0.01%	362
2019 Q3	$9K	Hold	60	–	–	0.01%	354
2019 Q2	$8K	Hold	60	–	–	﹤0.01%	353
2019 Q1	$8K	Hold	60	–	–	﹤0.01%	358
2018 Q4	$7K	Buy	+60	New	+$7.26K	0.01%	526

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Prestige Wealth Management Group's VPU Position: Q2 2021 in Review

Prestige Wealth Management Group sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 60 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in VPU in Q4 2018 and held it in 10 quarters. The position peaked at $9K in Q4 2019. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

Prestige Wealth Management Group reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 60 Vanguard Utilities ETF shares in Q2 2021, an estimated $8K.
Prestige Wealth Management Group first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 10 quarters.
Prestige Wealth Management Group's Vanguard Utilities ETF position peaked at $9K in Q4 2019.
376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Prestige Wealth Management Group's 13F filing for Q2 2021, filed 12 Aug 2021.