WP
VPU

WealthPLAN Partners’s Vanguard Utilities ETF VPU Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-49
Closed -$6.97K – 1156
2023
Q2 		$6.97K Hold
49
– – ﹤0.01% 854
2023
Q1 		$7.23K Buy
+49
New +$7.25K ﹤0.01% 935
2016
Q3 		$17.6K Sell
170
-241
-59% -$26.7K 0.01% 507
2016
Q2 		$19.5K Buy
+411
New +$44.1K ﹤0.01% 1418
2015
Q4 		$20.7K Buy
+660
New +$61.8K ﹤0.01% 900
2015
Q2 		$20K Hold
220
– – 0.01% 255
2015
Q1 		$21K Buy
+220
New +$22.1K 0.01% 315

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's VPU Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 49 shares — an estimated $6.97K sold.

WealthPLAN Partners first reported a position in VPU in Q1 2015 and held it in 7 quarters. The position peaked at $21K in Q1 2015. 482 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 49 Vanguard Utilities ETF shares in Q3 2023, an estimated $6.97K.
  • WealthPLAN Partners first reported a position in Vanguard Utilities ETF in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Vanguard Utilities ETF position peaked at $21K in Q1 2015.
  • 482 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.