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Vanguard Utilities ETF shares owned by Advisor

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Advisor from 13F filings

Historical chart of Advisor investment in Vanguard Utilities ETF

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All positions including Vanguard Utilities ETF held by Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $14M 98k 143.24
2019-09-30 $16M 114k 143.83
2019-06-30 $9.4M 70k 133.21
2019-03-31 $7.4M 57k 129.81
2018-12-31 $4.4M 37k 118.06
2018-09-30 $3.2M 27k 118.03
2018-06-30 $3.2M 27k 116.11
2018-03-31 $2.9M 26k 111.97
2017-12-31 $2.2M 19k 116.79
2017-09-30 $2.5M 22k 116.85
2017-06-30 $2.2M 19k 114.27
2017-03-31 $1.2M 11k 112.40
2016-12-31 $727k 8.5k 85.31
2016-09-30 $661k 7.2k 92.06
2016-06-30 $2.4M 21k 112.32