TIA
VPU

Traphagen Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Traphagen Investment 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
2024
Q1 		– Sell
-12,242
Closed -$1.68M – 183
2023
Q4 		$1.68M Buy
+12,242
New +$1.62M 0.2% 42

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Traphagen Investment Advisors's VPU Position: Q1 2024 in Review

Traphagen Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 12,242 shares — an estimated $1.68M sold.

Traphagen Investment Advisors first reported a position in VPU in Q4 2023 and held it in 1 quarter. The position peaked at $1.68M in Q4 2023. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • Traphagen Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Traphagen Investment Advisors sold 12,242 Vanguard Utilities ETF shares in Q1 2024, an estimated $1.68M.
  • Traphagen Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 1 quarter.
  • Traphagen Investment Advisors's Vanguard Utilities ETF position peaked at $1.68M in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Traphagen Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.