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 $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

YorkBridge Wealth Partners's VPU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Utilities ETF (VPU) in Q3 2019, closing a stake of 50 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in VPU in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q2 2019. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Utilities ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 50 Vanguard Utilities ETF shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Vanguard Utilities ETF position peaked at $7K in Q2 2019.
294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.