RWB
VPU

RMR Wealth Builders’s Vanguard Utilities ETF VPU Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-631
Closed -$89K – 696
2021
Q1 		$89K Buy
+631
New +$86K 0.02% 285

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

RMR Wealth Builders's VPU Position: Q2 2021 in Review

RMR Wealth Builders sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 631 shares — an estimated $89K sold.

RMR Wealth Builders first reported a position in VPU in Q1 2021 and held it in 1 quarter. The position peaked at $89K in Q1 2021. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 631 Vanguard Utilities ETF shares in Q2 2021, an estimated $89K.
  • RMR Wealth Builders first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Vanguard Utilities ETF position peaked at $89K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.