PCP
VPU

Proficio Capital Partners’s Vanguard Utilities ETF VPU Stock Holding History

Proficio Capital Partners’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
2026
Q1 		– Sell
-32,345
Closed -$5.99M – 274
2025
Q4 		$5.99M Buy
32,345
+13,390
+71% +$2.57M 0.42% 44
2025
Q3 		$3.59M Sell
18,955
-126
-0.7% -$23.1K 0.25% 60
2025
Q2 		$3.37M Sell
19,081
-14
-0.1% -$2.42K 0.21% 79
2025
Q1 		$3.27M Hold
19,095
– – 0.25% 66
2024
Q4 		$3.12M Hold
19,095
– – 0.25% 58
2024
Q3 		$3.32M Buy
19,095
+140
+0.7% +$22.5K 0.33% 54
2024
Q2 		$2.8M Hold
18,955
– – 0.29% 58
2024
Q1 		$2.7M Buy
18,955
+1,515
+9% +$205K 0.3% 62
2023
Q4 		$2.39M Buy
+17,440
New +$2.3M 0.3% 50

Other funds holding VPU

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Northwestern Mutual Wealth Management
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BCMIO
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Wells Fargo
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Envestnet Asset Management
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return