SFC
VPU

SYM Financial Corp’s Vanguard Utilities ETF VPU Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-24
Closed -$3.41K – 200
2023
Q2 		$3.41K Buy
+24
New +$3.52K ﹤0.01% 112

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Bank of America
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYM Financial Corp's VPU Position: Q3 2023 in Review

SYM Financial Corp sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 24 shares — an estimated $3.41K sold.

SYM Financial Corp first reported a position in VPU in Q2 2023 and held it in 1 quarter. The position peaked at $3.41K in Q2 2023. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • SYM Financial Corp reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • SYM Financial Corp sold 24 Vanguard Utilities ETF shares in Q3 2023, an estimated $3.41K.
  • SYM Financial Corp first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 1 quarter.
  • SYM Financial Corp's Vanguard Utilities ETF position peaked at $3.41K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on SYM Financial Corp's 13F filing for Q3 2023, filed 27 Oct 2023.