TCBWMS
VPU

Texas Capital Bank Wealth Management Services’s Vanguard Utilities ETF VPU Stock Holding History

Texas Capital Bank Wealth Management Services’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
2021
Q1 		– Sell
-1,704
Closed -$234K – 138
2020
Q4 		$234K Buy
+1,704
New +$235K 0.03% 117

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Bank of America
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Northwestern Mutual Wealth Management
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PCA
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Texas Capital Bank Wealth Management Services's VPU Position: Q1 2021 in Review

Texas Capital Bank Wealth Management Services sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 1,704 shares — an estimated $234K sold.

Texas Capital Bank Wealth Management Services first reported a position in VPU in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 370 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

  • Texas Capital Bank Wealth Management Services reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 1,704 Vanguard Utilities ETF shares in Q1 2021, an estimated $234K.
  • Texas Capital Bank Wealth Management Services first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Vanguard Utilities ETF position peaked at $234K in Q4 2020.
  • 370 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2021, filed 6 May 2021.