Shira Ridge Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Shira Ridge 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
2024 Q1	–	Sell	-7,185	Closed	-$985K	–	77
2023 Q4	$985K	Sell	7,185 -12,373	-63%	-$1.63M	0.59%	29
2023 Q3	$2.49M	Sell	19,558 -8,577	-30%	-$1.2M	1.64%	17
2023 Q2	$4M	Sell	28,135 -647	-2%	-$94.8K	2.51%	12
2023 Q1	$4.25M	Sell	28,782 -1,252	-4%	-$185K	2.8%	12
2022 Q4	$4.61M	Buy	+30,034	New	+$4.45M	3.17%	10

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

Shira Ridge Wealth Management's VPU Position: Q1 2024 in Review

Shira Ridge Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 7,185 shares — an estimated $985K sold.

Shira Ridge Wealth Management first reported a position in VPU in Q4 2022 and held it in 5 quarters. The position peaked at $4.61M in Q4 2022. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

Shira Ridge Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 7,185 Vanguard Utilities ETF shares in Q1 2024, an estimated $985K.
Shira Ridge Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 5 quarters.
Shira Ridge Wealth Management's Vanguard Utilities ETF position peaked at $4.61M in Q4 2022.
492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.