Vanguard Utilities ETF shares owned by Executive Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $406k | 2.3k | 174.08 |
| 2023-12-31 | $683k | 5.0k | 137.09 |
| 2023-09-30 | $921k | 7.2k | 127.54 |
| 2023-06-30 | $1.1M | 7.6k | 142.18 |
| 2023-03-31 | $1.2M | 8.2k | 147.53 |
| 2022-12-31 | $1.3M | 8.5k | 153.37 |
| 2022-09-30 | $1.7M | 1.7k | 1000.00 |
| 2022-06-30 | $1.9M | 12k | 152.29 |
| 2018-12-31 | $8.0k | 70 | 114.29 |
More positions owned by Executive Wealth Management
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