Vanguard Utilities ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Utilities ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Utilities ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.3M | 26k | 127.55 |
| 2023-06-30 | $4.2M | 29k | 142.18 |
| 2023-03-31 | $4.8M | 33k | 147.53 |
| 2022-12-31 | $6.2M | 41k | 153.36 |
| 2022-09-30 | $6.5M | 46k | 142.26 |
| 2022-06-30 | $7.3M | 48k | 152.35 |
| 2022-03-31 | $7.8M | 48k | 161.79 |
| 2021-12-31 | $7.3M | 47k | 156.42 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /