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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

PCH

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

TCI Wealth Advisors's VPU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 321 shares — an estimated $47.4K sold.

TCI Wealth Advisors first reported a position in VPU in Q1 2015 and held it in 20 quarters. The position peaked at $55K in Q1 2020. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 321 Vanguard Utilities ETF shares in Q2 2023, an estimated $47.4K.
TCI Wealth Advisors first reported a position in Vanguard Utilities ETF in Q1 2015 and held it in 20 quarters.
TCI Wealth Advisors's Vanguard Utilities ETF position peaked at $55K in Q1 2020.
489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.