RMC
VPU

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

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Bank of America
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Northwestern Mutual Wealth Management
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Empower Advisory Group
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UBS Group
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Wells Fargo
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return