Vanguard Utilities ETF shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 2.1k | 189.43 |
| 2025-06-30 | $376k | 2.1k | 176.53 |
| 2025-03-31 | $372k | 2.2k | 170.83 |
| 2024-12-31 | $349k | 2.1k | 163.44 |
| 2024-09-30 | $374k | 2.1k | 175.37 |
| 2024-06-30 | $337k | 2.3k | 149.19 |
| 2024-03-31 | $349k | 2.4k | 142.61 |
| 2023-12-31 | $349k | 2.5k | 137.07 |