Vanguard Utilities ETF shares owned by Calton & Associates
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Utilities ETF by Calton & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.6M | 12k | 137.07 |
2023-06-30 | $1.8M | 13k | 142.17 |
2023-03-31 | $3.0M | 21k | 147.52 |
2022-12-31 | $3.2M | 21k | 153.36 |
2022-09-30 | $5.1M | 36k | 142.24 |
2022-06-30 | $2.6M | 17k | 152.33 |
2022-03-31 | $5.9M | 36k | 161.81 |
2021-12-31 | $2.3M | 15k | 156.40 |
2021-09-30 | $1.8M | 13k | 139.09 |
2021-06-30 | $1.7M | 12k | 138.91 |
2021-03-31 | $1.6M | 12k | 140.51 |
2020-12-31 | $1.5M | 11k | 137.18 |
2020-09-30 | $1.4M | 11k | 129.08 |
2020-06-30 | $1.2M | 9.5k | 123.62 |
2020-03-31 | $1.2M | 10k | 121.95 |
2019-12-31 | $1.4M | 10k | 142.90 |
2019-09-30 | $370k | 2.6k | 143.86 |
2017-12-31 | $184k | 1.6k | 111.72 |