YWP
VPU

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

YorkBridge 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
2019
Q3 		– Sell
-50
Closed -$7K – 633
2019
Q2 		$7K Hold
50
– – ﹤0.01% 630
2019
Q1 		$6K Hold
50
– – ﹤0.01% 644
2018
Q4 		$6K Hold
50
– – ﹤0.01% 622
2018
Q3 		$6K Hold
50
– – ﹤0.01% 644
2018
Q2 		$6K Hold
50
– – ﹤0.01% 674
2018
Q1 		$5K Hold
50
– – ﹤0.01% 689
2017
Q4 		$5K Hold
50
– – ﹤0.01% 710
2017
Q3 		$6K Buy
+50
New +$5.91K ﹤0.01% 695
2017
Q2 		– Sell
-50
Closed -$6K – 918
2017
Q1 		$6K Hold
50
– – ﹤0.01% 679
2016
Q4 		$5K Buy
+50
New +$5.24K ﹤0.01% 683

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return