TC
VPU

TAP Consulting’s Vanguard Utilities ETF VPU Stock Holding History

TAP Consulting’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
2024
Q1 		– Sell
-2,793
Closed -$383K – 159
2023
Q4 		$383K Sell
2,793
-5,517
-66% -$728K 0.09% 110
2023
Q3 		$1.06M Buy
8,310
+468
+6% +$65.5K 0.27% 90
2023
Q2 		$1.11M Buy
7,842
+822
+12% +$120K 0.27% 88
2023
Q1 		$1.04M Buy
7,020
+2,029
+41% +$300K 0.25% 88
2022
Q4 		$765K Buy
+4,991
New +$740K 0.2% 85
2022
Q1 		– Sell
-45
Closed -$7K – 520
2021
Q4 		$7K Buy
+45
New +$6.64K ﹤0.01% 451
2021
Q1 		– Sell
-5,698
Closed -$782K – 141
2020
Q4 		$782K Sell
5,698
-922
-14% -$127K 0.28% 73
2020
Q3 		$855K Sell
6,620
-39,134
-86% -$5.06M 0.34% 64
2020
Q2 		$5.66M Buy
45,754
+19,145
+72% +$2.42M 2.79% 6
2020
Q1 		$3.24M Sell
26,609
-10,532
-28% -$1.48M 2.18% 12
2019
Q4 		$5.31M Sell
37,141
-2,197
-6% -$309K 2.96% 7
2019
Q3 		$5.65M Buy
+39,338
New +$5.4M 3.34% 3

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return