Vanguard Utilities ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $171k | 1.2k | 142.17 |
| 2023-03-31 | $177k | 1.2k | 147.52 |
| 2022-12-31 | $184k | 1.2k | 153.36 |
| 2022-09-30 | $167k | 1.2k | 141.89 |
| 2022-06-30 | $179k | 1.2k | 152.08 |
| 2022-03-31 | $189k | 1.2k | 161.68 |
| 2021-12-31 | $182k | 1.2k | 156.76 |
| 2021-09-30 | $159k | 1.1k | 138.99 |
| 2021-06-30 | $159k | 1.1k | 138.99 |
| 2021-03-31 | $158k | 1.1k | 140.07 |
| 2020-12-31 | $155k | 1.1k | 137.41 |
| 2020-09-30 | $144k | 1.1k | 128.92 |
| 2020-06-30 | $137k | 1.1k | 123.53 |
| 2020-03-31 | $134k | 1.1k | 122.04 |
| 2019-12-31 | $156k | 1.1k | 143.12 |
| 2019-09-30 | $154k | 1.1k | 143.39 |
| 2019-06-30 | $143k | 1.1k | 133.15 |
| 2019-03-31 | $138k | 1.1k | 129.46 |
| 2018-12-31 | $125k | 1.1k | 118.15 |
| 2018-09-30 | $124k | 1.0k | 118.21 |
| 2018-06-30 | $120k | 1.0k | 116.28 |
More positions owned by BerganKDV Wealth Management
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