SWM
VPU

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 		$12 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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return