W
VPU

WealthOne’s Vanguard Utilities ETF VPU Stock Holding History

WealthOne’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
2023
Q3 		$211K Hold
1,655
– – 0.09% 80
2023
Q2 		$235K Hold
1,655
– – 0.09% 93
2023
Q1 		$244K Hold
1,655
– – 0.1% 91
2022
Q4 		$254K Buy
1,655
+15
+0.9% +$2.22K 0.1% 95
2022
Q3 		$233K Hold
1,640
– – 0.1% 98
2022
Q2 		$250K Buy
1,640
+100
+6% +$15.7K 0.1% 99
2022
Q1 		$249K Buy
+1,540
New +$233K 0.09% 105
2019
Q1 		– Sell
-180
Closed -$21K – 562
2018
Q4 		$21K Buy
+180
New +$21.8K 0.02% 274

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 $376B AUM 19.32% 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
HP
Hound Partners New York $792M AUM 9.54% 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 $501B AUM 22.01% 1-Year Est. Return