TA
VPU

Tiedemann Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-3,340
Closed -$431K – 352
2020
Q3 		$431K Hold
3,340
– – 0.02% 235
2020
Q2 		$413K Hold
3,340
– – 0.02% 224
2020
Q1 		$407K Hold
3,340
– – 0.03% 213
2019
Q4 		$477K Buy
3,340
+340
+11% +$47.8K 0.02% 215
2019
Q3 		$434K Buy
3,000
+350
+13% +$48K 0.02% 230
2019
Q2 		$352K Hold
2,650
– – 0.02% 232
2019
Q1 		$343K Hold
2,650
– – 0.02% 345
2018
Q4 		$313K Hold
2,650
– – 0.02% 341
2018
Q3 		$313K Hold
2,650
– – 0.02% 254
2018
Q2 		$310K Buy
2,650
+650
+33% +$73K 0.02% 255
2018
Q1 		$224K Hold
2,000
– – 0.02% 251
2017
Q4 		$233K Buy
+2,000
New +$242K 0.02% 206

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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