Total Clarity Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Total Clarity Wealth Management’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
2024 Q2	–	Sell	-5,757	Closed	-$821K	–	291
2024 Q1	$821K	Buy	5,757 +392	+7%	+$53K	0.29%	98
2023 Q4	$735K	Buy	+5,365	New	+$708K	0.3%	94
2023 Q1	–	Sell	-1,490	Closed	-$228K	–	248
2022 Q4	$228K	Buy	+1,490	New	+$221K	0.12%	203
2022 Q3	–	Sell	-815	Closed	-$124K	–	961
2022 Q2	$124K	Buy	+815	New	+$128K	0.06%	290

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Total Clarity Wealth Management's VPU Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 5,757 shares — an estimated $821K sold.

Total Clarity Wealth Management first reported a position in VPU in Q2 2022 and held it in 4 quarters. The position peaked at $821K in Q1 2024. 514 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

Total Clarity Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 5,757 Vanguard Utilities ETF shares in Q2 2024, an estimated $821K.
Total Clarity Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 4 quarters.
Total Clarity Wealth Management's Vanguard Utilities ETF position peaked at $821K in Q1 2024.
514 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.