Resources Management Corp’s Vanguard Utilities ETF VPU Stock Holding History

Resources Management Corp’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 Q1	–	Sell	-25	Closed	-$3K	–	459
2023 Q4	$3K	Hold	25	–	–	﹤0.01%	409
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	409
2023 Q2	$4K	Sell	25 -8,930	-100%	-$1.31M	﹤0.01%	407
2023 Q1	$1.77M	Buy	8,955 +8,930	+35,720%	+$1.32M	0.28%	73
2022 Q4	$4K	Hold	25	–	–	﹤0.01%	416
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	438
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	452
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	458
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	470
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	461
2021 Q2	$3K	Buy	+25	New	+$3.58K	﹤0.01%	471

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 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Resources Management Corp's VPU Position: Q1 2024 in Review

Resources Management Corp sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 25 shares — an estimated $3K sold.

Resources Management Corp first reported a position in VPU in Q2 2021 and held it in 11 quarters. The position peaked at $1.77M in Q1 2023. 493 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

Resources Management Corp reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
Resources Management Corp sold 25 Vanguard Utilities ETF shares in Q1 2024, an estimated $3K.
Resources Management Corp first reported a position in Vanguard Utilities ETF in Q2 2021 and held it in 11 quarters.
Resources Management Corp's Vanguard Utilities ETF position peaked at $1.77M in Q1 2023.
493 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Resources Management Corp's 13F filing for Q1 2024, filed 15 May 2024.