SBL
VPU

Sargent Bickham Lagudis’s Vanguard Utilities ETF VPU Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$19.6K Hold
128
– – ﹤0.01% 611
2022
Q3 		$18K Hold
128
– – ﹤0.01% 596
2022
Q2 		$20K Hold
128
– – ﹤0.01% 594
2022
Q1 		$21K Hold
128
– – ﹤0.01% 597
2021
Q4 		$20K Hold
128
– – ﹤0.01% 605
2021
Q3 		$18K Hold
128
– – ﹤0.01% 625
2021
Q2 		$18K Buy
+128
New +$18.3K ﹤0.01% 626
2018
Q1 		– Sell
-20
Closed -$2K – 815
2017
Q4 		$2K Hold
20
– – ﹤0.01% 759
2017
Q3 		$2K Hold
20
– – ﹤0.01% 773
2017
Q2 		$2K Buy
+20
New +$2.31K ﹤0.01% 730

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return