PWMG
VPU

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 $1.78B 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