Wealthspire Advisors (Maryland)’s Vanguard Utilities ETF VPU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-914	Closed	-$118K	–	1998
2019 Q1	$118K	Hold	914	–	–	0.01%	581
2018 Q4	$108K	Hold	914	–	–	0.01%	581
2018 Q3	$108K	Hold	914	–	–	0.01%	657
2018 Q2	$106K	Hold	914	–	–	0.01%	686
2018 Q1	$102K	Hold	914	–	–	0.01%	708
2017 Q4	$107K	Hold	914	–	–	0.01%	689
2017 Q3	$107K	Sell	914 -300	-25%	-$35.4K	0.01%	681
2017 Q2	$139K	Sell	1,214 -492	-29%	-$56.7K	0.02%	570
2017 Q1	$192K	Sell	1,706 -100	-6%	-$11K	0.03%	408
2016 Q4	$193K	Hold	1,806	–	–	0.03%	384
2016 Q3	$193K	Sell	1,806 -100	-5%	-$11.1K	0.03%	395
2016 Q2	$218K	Sell	1,906 -150	-7%	-$16.1K	0.04%	341
2016 Q1	$221K	Hold	2,056	–	–	0.04%	338
2015 Q4	$193K	Buy	+2,056	New	+$193K	0.04%	367

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VPU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 914 shares — an estimated $118K sold.

Wealthspire Advisors (Maryland) first reported a position in VPU in Q4 2015 and held it in 14 quarters. The position peaked at $221K in Q1 2016. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 914 Vanguard Utilities ETF shares in Q2 2019, an estimated $118K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Utilities ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Utilities ETF position peaked at $221K in Q1 2016.
286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.