Strategic Wealth Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Strategic Wealth Management 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 Q2	$400K	Buy	2,882 +5	+0.2%	+$717	0.15%	82
2021 Q1	$404K	Hold	2,877	–	–	0.15%	81
2020 Q4	$395K	Buy	2,877 +4	+0.1%	+$551	0.17%	72
2020 Q3	$371K	Buy	2,873 +3	+0.1%	+$388	0.18%	72
2020 Q2	$355K	Buy	2,870 +4	+0.1%	+$506	0.21%	62
2020 Q1	$349K	Hold	2,866	–	–	0.26%	50
2019 Q4	$410K	Hold	2,866	–	–	0.27%	53
2019 Q3	$412K	Hold	2,866	–	–	0.3%	47
2019 Q2	$381K	Hold	2,866	–	–	0.29%	49
2019 Q1	$371K	Buy	2,866 +400	+16%	+$49.6K	0.3%	51
2018 Q4	$291K	Buy	+2,466	New	+$299K	0.28%	61

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

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

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

PCA

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Strategic Wealth Management Group's VPU Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Vanguard Utilities ETF (VPU) stake by 0.17% in Q2 2021, buying an estimated $717 and bringing the position to 2,882 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #82.

Strategic Wealth Management Group first reported a position in VPU in Q4 2018 and has held it in 11 quarters since. The position peaked at $412K in Q3 2019. 377 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

Strategic Wealth Management Group held 2,882 shares of Vanguard Utilities ETF worth $400K as of Q2 2021.
Strategic Wealth Management Group bought 5 Vanguard Utilities ETF shares in Q2 2021, an estimated $717.
Vanguard Utilities ETF made up 0.15% of Strategic Wealth Management Group's portfolio in Q2 2021, its #82 holding.
Strategic Wealth Management Group first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Vanguard Utilities ETF position peaked at $412K in Q3 2019.
377 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.