Stelac Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Stelac Advisory Services’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 Q2	–	Sell	-2,170	Closed	-$320K	–	165
2023 Q1	$320K	Hold	2,170	–	–	0.14%	109
2022 Q4	$333K	Hold	2,170	–	–	0.15%	108
2022 Q3	$309K	Buy	2,170 +264	+14%	+$42.1K	0.14%	115
2022 Q2	$290K	Hold	1,906	–	–	0.12%	121
2022 Q1	$308K	Buy	1,906 +418	+28%	+$63.2K	0.11%	73
2021 Q4	$233K	Hold	1,488	–	–	0.06%	135
2021 Q3	$207K	Hold	1,488	–	–	0.06%	184
2021 Q2	$206K	Sell	1,488 -199	-12%	-$28.5K	0.05%	210
2021 Q1	$237K	Hold	1,687	–	–	0.09%	141
2020 Q4	$231K	Sell	1,687 -884	-34%	-$122K	0.06%	166
2020 Q3	$333K	Buy	2,571 +884	+52%	+$114K	0.11%	103
2020 Q2	$209K	Sell	1,687 -16,378	-91%	-$2.07M	0.08%	107
2020 Q1	$2.2M	Buy	+18,065	New	+$2.54M	1.06%	21

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Stelac Advisory Services's VPU Position: Q2 2023 in Review

Stelac Advisory Services sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 2,170 shares — an estimated $320K sold.

Stelac Advisory Services first reported a position in VPU in Q1 2020 and held it in 13 quarters. The position peaked at $2.2M in Q1 2020. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

Stelac Advisory Services reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
Stelac Advisory Services sold 2,170 Vanguard Utilities ETF shares in Q2 2023, an estimated $320K.
Stelac Advisory Services first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 13 quarters.
Stelac Advisory Services's Vanguard Utilities ETF position peaked at $2.2M in Q1 2020.
489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on Stelac Advisory Services's 13F filing for Q2 2023, filed 10 Aug 2023.