RIA
VPU

Realta Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Realta Investment Advisors’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
2024
Q4 		– Sell
-100
Closed -$17.3K – 415
2024
Q3 		$17.3K Sell
100
-1,217
-92% -$196K 0.01% 282
2024
Q2 		$195K Sell
1,317
-333
-20% -$49.6K 0.04% 403
2024
Q1 		$235K Buy
1,650
+3
+0.2% +$405 0.05% 371
2023
Q4 		$226K Sell
1,647
-91
-5% -$12K 0.05% 382
2023
Q3 		$247K Hold
1,738
– – 0.06% 331
2023
Q2 		$247K Hold
1,738
– – 0.05% 349
2023
Q1 		$256K Buy
1,738
+3
+0.2% +$444 0.06% 323
2022
Q4 		$266K Buy
1,735
+5
+0.3% +$741 0.06% 326
2022
Q3 		$246K Hold
1,730
– – 0.06% 322
2022
Q2 		$270K Buy
1,730
+26
+2% +$4.09K 0.07% 292
2022
Q1 		$276K Buy
1,704
+78
+5% +$11.8K 0.06% 319
2021
Q4 		$254K Buy
+1,626
New +$240K 0.06% 352
2020
Q1 		– Sell
-603
Closed -$85K – 1365
2019
Q4 		$85K Buy
603
+400
+197% +$56.3K 0.02% 544
2019
Q3 		$29K Sell
203
-100
-33% -$13.7K 0.01% 819
2019
Q2 		$39K Buy
303
+241
+389% +$31.5K 0.01% 735
2019
Q1 		$8K Buy
+62
New +$7.69K ﹤0.01% 973

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's VPU Position: Q4 2024 in Review

Realta Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 100 shares — an estimated $17.3K sold.

Realta Investment Advisors first reported a position in VPU in Q1 2019 and held it in 16 quarters. The position peaked at $276K in Q1 2022. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Realta Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Vanguard Utilities ETF shares in Q4 2024, an estimated $17.3K.
  • Realta Investment Advisors first reported a position in Vanguard Utilities ETF in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's Vanguard Utilities ETF position peaked at $276K in Q1 2022.
  • 593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.