SFG
VPU

Sowa Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Sowa Financial 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
-571
Closed -$78K – 220
2020
Q4 		$78K Hold
571
– – 0.05% 105
2020
Q3 		$74K Hold
571
– – 0.05% 102
2020
Q2 		$71K Hold
571
– – 0.05% 98
2020
Q1 		$70K Hold
571
– – 0.06% 94
2019
Q4 		$82K Buy
+571
New +$80.3K 0.07% 92

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowa Financial Group's VPU Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 571 shares — an estimated $78K sold.

Sowa Financial Group first reported a position in VPU in Q4 2019 and held it in 5 quarters. The position peaked at $82K in Q4 2019. 370 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 571 Vanguard Utilities ETF shares in Q1 2021, an estimated $78K.
  • Sowa Financial Group first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Vanguard Utilities ETF position peaked at $82K in Q4 2019.
  • 370 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.