Secure Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Secure Asset Management’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
2024 Q1	–	Sell	-1,832	Closed	-$251K	–	260
2023 Q4	$251K	Sell	1,832 -473	-21%	-$62.4K	0.07%	192
2023 Q3	$294K	Buy	2,305 +517	+29%	+$72.3K	0.09%	164
2023 Q2	$254K	Buy	+1,788	New	+$262K	0.08%	161
2023 Q1	–	Sell	-1,317	Closed	-$202K	–	209
2022 Q4	$202K	Buy	+1,317	New	+$195K	0.07%	191
2022 Q2	–	Sell	-1,425	Closed	-$231K	–	223
2022 Q1	$231K	Buy	+1,425	New	+$215K	0.1%	173

Other funds holding VPU

BCMIO

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

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Secure Asset Management's VPU Position: Q1 2024 in Review

Secure Asset Management sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 1,832 shares — an estimated $251K sold.

Secure Asset Management first reported a position in VPU in Q1 2022 and held it in 5 quarters. The position peaked at $294K in Q3 2023. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

Secure Asset Management reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
Secure Asset Management sold 1,832 Vanguard Utilities ETF shares in Q1 2024, an estimated $251K.
Secure Asset Management first reported a position in Vanguard Utilities ETF in Q1 2022 and held it in 5 quarters.
Secure Asset Management's Vanguard Utilities ETF position peaked at $294K in Q3 2023.
492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.