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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Coastal Investment Advisors
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