TWP
VPU

Triad Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-20
Closed -$2.96K – 908
2024
Q2 		$2.96K Buy
+20
New +$2.98K ﹤0.01% 684

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Triad Wealth Partners's VPU Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Utilities ETF (VPU) in Q3 2024, closing a stake of 20 shares — an estimated $2.96K sold.

Triad Wealth Partners first reported a position in VPU in Q2 2024 and held it in 1 quarter. The position peaked at $2.96K in Q2 2024. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 20 Vanguard Utilities ETF shares in Q3 2024, an estimated $2.96K.
  • Triad Wealth Partners first reported a position in Vanguard Utilities ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Utilities ETF position peaked at $2.96K in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.