RPg Family Wealth Advisory’s Vanguard Utilities ETF VPU Stock Holding History

RPg Family Wealth Advisory’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
2020 Q3	–	Sell	-391	Closed	-$48.4K	–	289
2020 Q2	$48.4K	Sell	391 -359	-48%	-$45.4K	0.03%	157
2020 Q1	$91.4K	Sell	750 -54	-7%	-$7.59K	0.07%	108
2019 Q4	$115K	Hold	804	–	–	0.07%	115
2019 Q3	$115K	Buy	+804	New	+$110K	0.07%	111
2019 Q2	–	Sell	-103	Closed	-$13.3K	–	302
2019 Q1	$13.3K	Buy	+103	New	+$12.8K	0.01%	268
2018 Q3	–	Sell	-121	Closed	-$14K	–	279
2018 Q2	$14K	Buy	+121	New	+$13.6K	0.01%	200

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RPg Family Wealth Advisory's VPU Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of Vanguard Utilities ETF (VPU) in Q3 2020, closing a stake of 391 shares — an estimated $48.4K sold.

RPg Family Wealth Advisory first reported a position in VPU in Q2 2018 and held it in 6 quarters. The position peaked at $115K in Q3 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q3 2020.

RPg Family Wealth Advisory reported no remaining Vanguard Utilities ETF position as of Q3 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 391 Vanguard Utilities ETF shares in Q3 2020, an estimated $48.4K.
RPg Family Wealth Advisory first reported a position in Vanguard Utilities ETF in Q2 2018 and held it in 6 quarters.
RPg Family Wealth Advisory's Vanguard Utilities ETF position peaked at $115K in Q3 2019.
336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.