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Ida shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Ida (IDA) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 77 132.16
2025-06-30 $8.9k 77 115.45

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Ida

BlackRock
Vanguard Group
Wellington Management Company
T. Rowe Price Investment Management
State Street Corporation
W. H. Reaves & Co
Morgan Stanley
Jennison Associates
Alliancebernstein
Neuberger Berman Group
Geode Capital Management
Victory Capital Management
FMR
Dimensional Fund Advisors
First Trust Advisors

View all funds holding Ida