Proffitt & Goodson’s Vanguard Utilities ETF VPU Stock Holding History

Proffitt & Goodson’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 Q1	–	Sell	-12	Closed	-$2K	–	268
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	252
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	260
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	278
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	217
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	209
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	204
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	197
2019 Q1	$2K	Sell	12 -149	-93%	-$18.5K	﹤0.01%	197
2018 Q4	$19K	Hold	161	–	–	0.01%	110
2018 Q3	$19K	Buy	+161	New	+$19.1K	﹤0.01%	98

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 22.96% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Proffitt & Goodson's VPU Position: Q1 2021 in Review

Proffitt & Goodson sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Proffitt & Goodson first reported a position in VPU in Q3 2018 and held it in 10 quarters. The position peaked at $19K in Q4 2018. 369 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

Proffitt & Goodson reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
Proffitt & Goodson sold 12 Vanguard Utilities ETF shares in Q1 2021, an estimated $2K.
Proffitt & Goodson first reported a position in Vanguard Utilities ETF in Q3 2018 and held it in 10 quarters.
Proffitt & Goodson's Vanguard Utilities ETF position peaked at $19K in Q4 2018.
369 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Proffitt & Goodson's 13F filing for Q1 2021, filed 3 May 2021.