Sound View Wealth Advisors Group’s Vanguard Utilities ETF VPU Stock Holding History

Sound View Wealth Advisors Group’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
2021 Q1	–	Sell	-1,909	Closed	-$262K	–	273
2020 Q4	$262K	Sell	1,909 -63	-3%	-$8.69K	0.06%	220
2020 Q3	$255K	Sell	1,972 -26	-1%	-$3.36K	0.07%	212
2020 Q2	$247K	Sell	1,998 -874	-30%	-$111K	0.07%	208
2020 Q1	$350K	Buy	2,872 +813	+39%	+$114K	0.12%	147
2019 Q4	$294K	Buy	+2,059	New	+$290K	0.08%	193

Other funds holding VPU

BCMIO

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Sound View Wealth Advisors Group's VPU Position: Q1 2021 in Review

Sound View Wealth Advisors Group sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 1,909 shares — an estimated $262K sold.

Sound View Wealth Advisors Group first reported a position in VPU in Q4 2019 and held it in 5 quarters. The position peaked at $350K in Q1 2020. 370 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

Sound View Wealth Advisors Group reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
Sound View Wealth Advisors Group sold 1,909 Vanguard Utilities ETF shares in Q1 2021, an estimated $262K.
Sound View Wealth Advisors Group first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 5 quarters.
Sound View Wealth Advisors Group's Vanguard Utilities ETF position peaked at $350K in Q1 2020.
370 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2021, filed 28 Apr 2021.