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Vanguard Utilities ETF shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment Advisors investment in Vanguard Utilities ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Utilities ETF by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 100 172.83
2024-06-30 $195k 1.3k 147.94
2024-03-31 $235k 1.7k 142.59
2023-12-31 $226k 1.6k 137.10
2023-09-30 $247k 1.7k 142.18
2023-06-30 $247k 1.7k 142.18
2023-03-31 $256k 1.7k 147.53
2022-12-31 $266k 1.7k 153.40
2022-09-30 $246k 1.7k 142.20
2022-06-30 $270k 1.7k 156.07
2022-03-31 $276k 1.7k 161.97
2021-12-31 $254k 1.6k 156.21
2019-12-31 $84k 603 138.61
2019-09-30 $28k 203 138.61
2019-06-30 $39k 303 128.71
2019-03-31 $8.0k 62 129.03