Want to track VPU and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Vanguard Utilities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Benjamin J. Jones National Wealth Management Group, LLC | 3,261 | $510,262.57 | $632,470.95 | $122,208.38 | 23.95% |
 Eugene Donato KENNEDY INVESTMENT GROUP | 7,945 | $1.21M | $1.54M | $329,861.1 | 27.24% |
 Courtney Holt Compound Planning, Inc. | 4,411 | $734,759.31 | $860,850.76 | $126,091.45 | 17.16% |
 Katherine Stoner Empower Advisory Group, LLC | 382,530 | $57.2M | $74.82M | $17.62M | 30.81% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,667 | $666,992.49 | $905,164.65 | $238,172.16 | 35.71% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 2,490 | $354,003.54 | $485,948.4 | $131,944.86 | 37.27% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,650 | $774,446 | $1.1M | $321,371.5 | 41.5% |
| MRC Martin R. Curiel MYECFO, LLC | 1,766 | $286,683.62 | $342,515.7 | $55,832.08 | 19.48% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,260 | $389,308.82 | $441,988.2 | $52,679.38 | 13.53% |
 Peter Sigismondi Ramirez Asset Management, Inc. | 420 | $53,567 | $82,063.8 | $28,496.8 | 53.2% |
 Christopher C. Powers Farther Finance Advisors, LLC | 29,068 | $5.15M | $5.67M | $523,119.68 | 10.16% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,724 | $474,542.32 | $532,950.6 | $58,408.28 | 12.31% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4 | $740.16 | $775.8 | $35.64 | 4.82% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,679 | $311,272.33 | $328,059.81 | $16,787.48 | 5.39% |
 Kevin Bresler TD Waterhouse Canada Inc. | 19,297 | $3.84M | $3.78M | -$52,825.16 | -1.38% |
| AK Alisha Kamadia United Community Bank | 190 | $24,233 | $37,080.4 | $12,847.4 | 53.02% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 4,510 | $753,720.31 | $882,156 | $128,435.69 | 17.04% |
 Amir Har-El Savvy Advisors, Inc. | 2,405 | $459,097.45 | $469,624.35 | $10,526.9 | 2.29% |
 Owen McCabe Tyche Wealth Partners LLC | 1,725 | $236,446 | $337,582.5 | $101,136.5 | 42.77% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 2,017 | $281,084.79 | $391,197.15 | $110,112.36 | 39.17% |
