SAS
VPU

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
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
LPL Financial San Diego, California $377B 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return