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Vanguard Utilities ETF shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 43k 137.07
2023-09-30 $11M 83k 128.48
2023-06-30 $5.9M 42k 142.22
2023-03-31 $6.2M 42k 147.52
2022-12-31 $7.3M 47k 153.36
2022-09-30 $7.9M 55k 143.53
2022-06-30 $5.1M 34k 152.32
2022-03-31 $12M 77k 161.75