PG
VPU

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 $1.78B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return