Sugarloaf Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-84	Closed	-$12K	–	870
2022 Q3	$12K	Hold	84	–	–	﹤0.01%	504
2022 Q2	$13K	Hold	84	–	–	﹤0.01%	488
2022 Q1	$14K	Hold	84	–	–	﹤0.01%	458
2021 Q4	$13K	Hold	84	–	–	﹤0.01%	485
2021 Q3	$12K	Hold	84	–	–	﹤0.01%	501
2021 Q2	$12K	Sell	84 -1,384	-94%	-$198K	﹤0.01%	478
2021 Q1	$12K	Buy	1,468 +1,384	+1,648%	+$189K	﹤0.01%	483
2020 Q4	$12K	Hold	84	–	–	﹤0.01%	467
2020 Q3	$11K	Hold	84	–	–	﹤0.01%	449
2020 Q2	$10K	Hold	84	–	–	﹤0.01%	453
2020 Q1	$10K	Hold	84	–	–	﹤0.01%	438
2019 Q4	$12K	Buy	+84	New	+$11.8K	0.01%	452

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

PCA

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

PCH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sugarloaf Wealth Management's VPU Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 84 shares — an estimated $12K sold.

Sugarloaf Wealth Management first reported a position in VPU in Q4 2019 and held it in 12 quarters. The position peaked at $14K in Q1 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 84 Vanguard Utilities ETF shares in Q4 2022, an estimated $12K.
Sugarloaf Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Vanguard Utilities ETF position peaked at $14K in Q1 2022.
497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.