Rench Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Rench Wealth Management’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	-1,474	Closed	-$211K	–	46
2019 Q4	$211K	Sell	1,474 -296	-17%	-$41.6K	0.12%	45
2019 Q3	$254K	Sell	1,770 -48	-3%	-$6.59K	0.16%	42
2019 Q2	$242K	Sell	1,818 -64	-3%	-$8.37K	0.16%	51
2019 Q1	$244K	Buy	1,882 +72	+4%	+$8.93K	0.16%	50
2018 Q4	$213K	Buy	1,810 +15	+0.8%	+$1.82K	0.16%	49
2018 Q3	$212K	Buy	+1,795	New	+$213K	0.14%	49

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rench Wealth Management's VPU Position: Q1 2020 in Review

Rench Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 1,474 shares — an estimated $211K sold.

Rench Wealth Management first reported a position in VPU in Q3 2018 and held it in 6 quarters. The position peaked at $254K in Q3 2019. 335 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

Rench Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
Rench Wealth Management sold 1,474 Vanguard Utilities ETF shares in Q1 2020, an estimated $211K.
Rench Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2018 and held it in 6 quarters.
Rench Wealth Management's Vanguard Utilities ETF position peaked at $254K in Q3 2019.
335 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on Rench Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.