TCWP’s Vanguard Utilities ETF VPU Stock Holding History

TCWP’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 Q2	–	Sell	-191	Closed	-$30K	–	1706
2022 Q1	$30K	Buy	+191	New	+$28.9K	0.01%	599

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCWP's VPU Position: Q2 2022 in Review

TCWP sold out of Vanguard Utilities ETF (VPU) in Q2 2022, closing a stake of 191 shares — an estimated $30K sold.

TCWP first reported a position in VPU in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 466 funds tracked by Wall St. Rank hold VPU as of Q2 2022.

TCWP reported no remaining Vanguard Utilities ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 191 Vanguard Utilities ETF shares in Q2 2022, an estimated $30K.
TCWP first reported a position in Vanguard Utilities ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Utilities ETF position peaked at $30K in Q1 2022.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.