TWA
VPU

TCI Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-321
Closed -$47.4K – 2182
2023
Q1 		$47.4K Hold
321
– – 0.01% 446
2022
Q4 		$49.2K Sell
321
-9
-3% -$1.33K 0.01% 417
2022
Q3 		$47K Buy
330
+155
+89% +$24.7K 0.01% 385
2022
Q2 		$27K Hold
175
– – ﹤0.01% 557
2022
Q1 		$28K Hold
175
– – ﹤0.01% 567
2021
Q4 		$27K Hold
175
– – ﹤0.01% 580
2021
Q3 		$24K Hold
175
– – ﹤0.01% 619
2021
Q2 		$24K Hold
175
– – ﹤0.01% 563
2021
Q1 		$25K Hold
175
– – 0.01% 519
2020
Q4 		$24K Hold
175
– – 0.01% 466
2020
Q3 		$23K Hold
175
– – 0.01% 429
2020
Q2 		$22K Sell
175
-274
-61% -$34.7K 0.01% 429
2020
Q1 		$55K Buy
449
+123
+38% +$17.3K 0.03% 287
2019
Q4 		$47K Buy
326
+151
+86% +$21.2K 0.02% 397
2019
Q3 		$25K Buy
+175
New +$24K 0.01% 450
2016
Q2 		– Sell
-176
Closed -$19K – 1378
2016
Q1 		$19K Hold
176
– – 0.01% 454
2015
Q4 		$17K Hold
176
– – 0.01% 469
2015
Q3 		$16K Hold
176
– – 0.01% 434
2015
Q2 		$16K Hold
176
– – 0.01% 442
2015
Q1 		$17K Buy
+176
New +$17.7K 0.01% 377

Other funds holding VPU

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return