Wealth Enhancement Advisory Services
VPU

Wealth Enhancement Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Wealth Enhancement Advisory 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
2026
Q1 		$2.74M Sell
13,689
-8,876
-39% -$1.72M 0.01% 1221
2025
Q4 		$4.21M Buy
22,565
+1,525
+7% +$293K 0.01% 1105
2025
Q3 		$4.11M Buy
21,040
+1,042
+5% +$191K 0.01% 1041
2025
Q2 		$3.54M Buy
19,998
+885
+5% +$153K 0.01% 1060
2025
Q1 		$3.26M Buy
19,113
+10,614
+125% +$1.79M 0.01% 1006
2024
Q4 		$1.39M Buy
8,499
+2,577
+44% +$441K ﹤0.01% 1367
2024
Q3 		$1.03M Buy
5,922
+1,020
+21% +$164K ﹤0.01% 1375
2024
Q2 		$725K Buy
4,902
+1,033
+27% +$154K ﹤0.01% 1430
2024
Q1 		$552K Buy
3,869
+87
+2% +$11.8K ﹤0.01% 1523
2023
Q4 		$518K Sell
3,782
-947
-20% -$125K ﹤0.01% 1480
2023
Q3 		$603K Buy
+4,729
New +$661K ﹤0.01% 1330

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Osaic Holdings
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