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Sheets Smith Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-20
Closed -$2.55K – 502
2023
Q3 		$2.55K Buy
+20
New +$2.8K ﹤0.01% 472

Other funds holding VPU

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
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sheets Smith Wealth Management's VPU Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 20 shares — an estimated $2.55K sold.

Sheets Smith Wealth Management first reported a position in VPU in Q3 2023 and held it in 1 quarter. The position peaked at $2.55K in Q3 2023. 499 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 20 Vanguard Utilities ETF shares in Q4 2023, an estimated $2.55K.
  • Sheets Smith Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Vanguard Utilities ETF position peaked at $2.55K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.