SOA Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

SOA Wealth Advisors’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
2026 Q1	$49.5K	Hold	250	–	–	0.01%	369
2025 Q4	$46.3K	Hold	250	–	–	0.01%	385
2025 Q3	$47.4K	Hold	250	–	–	0.01%	387
2025 Q2	$44.1K	Hold	250	–	–	0.01%	386
2025 Q1	$42.7K	Hold	250	–	–	0.01%	366
2024 Q4	$40.9K	Hold	250	–	–	0.01%	355
2024 Q3	$43.5K	Hold	250	–	–	0.01%	341
2024 Q2	$37K	Hold	250	–	–	0.01%	350
2024 Q1	$35.6K	Hold	250	–	–	0.01%	351
2023 Q4	$34.3K	Sell	250 -147	-37%	-$19.4K	0.01%	343
2023 Q3	$50.7K	Sell	397 -93	-19%	-$13K	0.01%	282
2023 Q2	$69.7K	Hold	490	–	–	0.02%	262
2023 Q1	$72.3K	Hold	490	–	–	0.02%	250
2022 Q4	$75.1K	Hold	490	–	–	0.02%	242
2022 Q3	$69K	Hold	490	–	–	0.02%	232
2022 Q2	$74K	Buy	490 +250	+104%	+$39.3K	0.02%	230
2022 Q1	$38K	Hold	240	–	–	0.01%	350
2021 Q4	$37K	Hold	240	–	–	0.01%	346
2021 Q3	$33K	Hold	240	–	–	0.01%	373
2021 Q2	$33K	Hold	240	–	–	0.01%	373
2021 Q1	$33K	Hold	240	–	–	0.01%	322
2020 Q4	$33K	Buy	+240	New	+$33.1K	0.01%	318

Other funds holding VPU

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 San Diego, California $376B 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Empower Advisory Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return