Rehmann Capital Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-535	Closed	-$71.2K	–	2129
2019 Q2	$71.2K	Buy	535 +2	+0.4%	+$262	0.01%	712
2019 Q1	$69.2K	Buy	+533	New	+$66.1K	0.01%	706
2018 Q4	–	Sell	-1,657	Closed	-$195K	–	2127
2018 Q3	$195K	Buy	1,657 +4	+0.2%	+$474	0.03%	401
2018 Q2	$192K	Sell	1,653 -599	-27%	-$67.3K	0.03%	386
2018 Q1	$252K	Sell	2,252 -4,156	-65%	-$459K	0.04%	317
2017 Q4	$747K	Sell	6,408 -704	-10%	-$85K	0.13%	149
2017 Q3	$831K	Buy	7,112 +4,658	+190%	+$550K	0.15%	123
2017 Q2	$280K	Hold	2,454	–	–	0.05%	272
2017 Q1	$276K	Buy	2,454 +11	+0.5%	+$1.21K	0.05%	293
2016 Q4	$261K	Buy	2,443 +13	+0.5%	+$1.36K	0.05%	301
2016 Q3	$260K	Buy	+2,430	New	+$269K	0.05%	284

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rehmann Capital Advisory Group's VPU Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 535 shares — an estimated $71.2K sold.

Rehmann Capital Advisory Group first reported a position in VPU in Q3 2016 and held it in 11 quarters. The position peaked at $831K in Q3 2017. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 535 Vanguard Utilities ETF shares in Q3 2019, an estimated $71.2K.
Rehmann Capital Advisory Group first reported a position in Vanguard Utilities ETF in Q3 2016 and held it in 11 quarters.
Rehmann Capital Advisory Group's Vanguard Utilities ETF position peaked at $831K in Q3 2017.
294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.