RFN
VPU

RDA Financial Network’s Vanguard Utilities ETF VPU Stock Holding History

RDA Financial Network’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
2020
Q1 		– Sell
-4,234
Closed -$640K – 251
2019
Q4 		$640K Buy
4,234
+764
+22% +$107K 0.26% 98
2019
Q3 		$482K Sell
3,470
-50
-1% -$6.86K 0.21% 118
2019
Q2 		$476K Buy
3,520
+230
+7% +$30.1K 0.21% 117
2019
Q1 		$426K Buy
+3,290
New +$408K 0.2% 121

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RDA Financial Network's VPU Position: Q1 2020 in Review

RDA Financial Network sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 4,234 shares — an estimated $640K sold.

RDA Financial Network first reported a position in VPU in Q1 2019 and held it in 4 quarters. The position peaked at $640K in Q4 2019. 335 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

  • RDA Financial Network reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • RDA Financial Network sold 4,234 Vanguard Utilities ETF shares in Q1 2020, an estimated $640K.
  • RDA Financial Network first reported a position in Vanguard Utilities ETF in Q1 2019 and held it in 4 quarters.
  • RDA Financial Network's Vanguard Utilities ETF position peaked at $640K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.