Royal Harbor Partners’s Vanguard Utilities ETF VPU Stock Holding History

Royal Harbor Partners’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 Q1	–	Sell	-3,145	Closed	-$432K	–	83
2020 Q4	$432K	Sell	3,145 -561	-15%	-$77.3K	0.36%	63
2020 Q3	$478K	Buy	3,706 +105	+3%	+$13.6K	0.45%	59
2020 Q2	$445K	Sell	3,601 -1,795	-33%	-$227K	0.44%	61
2020 Q1	$658K	Sell	5,396 -4,137	-43%	-$581K	0.76%	41
2019 Q4	$1.36M	Buy	+9,533	New	+$1.34M	1.31%	23

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Harbor Partners's VPU Position: Q1 2021 in Review

Royal Harbor Partners sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 3,145 shares — an estimated $432K sold.

Royal Harbor Partners first reported a position in VPU in Q4 2019 and held it in 5 quarters. The position peaked at $1.36M in Q4 2019. 370 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

Royal Harbor Partners reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
Royal Harbor Partners sold 3,145 Vanguard Utilities ETF shares in Q1 2021, an estimated $432K.
Royal Harbor Partners first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 5 quarters.
Royal Harbor Partners's Vanguard Utilities ETF position peaked at $1.36M in Q4 2019.
370 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Royal Harbor Partners's 13F filing for Q1 2021, filed 12 Apr 2021.