RWA
VPU

Ropes Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Ropes Wealth Advisors’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
Q2 		– Sell
-100
Closed -$13K – 584
2019
Q1 		$13K Hold
100
– – ﹤0.01% 436
2018
Q4 		$12K Hold
100
– – ﹤0.01% 416
2018
Q3 		$12K Buy
+100
New +$11.9K ﹤0.01% 447

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ropes Wealth Advisors's VPU Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 100 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in VPU in Q3 2018 and held it in 3 quarters. The position peaked at $13K in Q1 2019. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

  • Ropes Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 100 Vanguard Utilities ETF shares in Q2 2019, an estimated $13K.
  • Ropes Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2018 and held it in 3 quarters.
  • Ropes Wealth Advisors's Vanguard Utilities ETF position peaked at $13K in Q1 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.