YAL
VPU

Your Advocates Ltd’s Vanguard Utilities ETF VPU Stock Holding History

Your Advocates Ltd’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
Q4 		– Sell
-13
Closed -$1.66K – 291
2023
Q3 		$1.66K Buy
+13
New +$1.82K ﹤0.01% 211

Other funds holding VPU

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Your Advocates Ltd's VPU Position: Q4 2023 in Review

Your Advocates Ltd sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 13 shares — an estimated $1.66K sold.

Your Advocates Ltd first reported a position in VPU in Q3 2023 and held it in 1 quarter. The position peaked at $1.66K in Q3 2023. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

  • Your Advocates Ltd reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 13 Vanguard Utilities ETF shares in Q4 2023, an estimated $1.66K.
  • Your Advocates Ltd first reported a position in Vanguard Utilities ETF in Q3 2023 and held it in 1 quarter.
  • Your Advocates Ltd's Vanguard Utilities ETF position peaked at $1.66K in Q3 2023.
  • 498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.