Vanguard Utilities ETF shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Foundations 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 Foundations Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.3M | 26k | 163.42 |
2024-09-30 | $4.4M | 25k | 174.05 |
2024-06-30 | $3.5M | 24k | 147.92 |
2024-03-31 | $3.3M | 23k | 142.58 |
2023-12-31 | $3.0M | 22k | 135.22 |
2023-09-30 | $2.2M | 18k | 127.54 |
2023-06-30 | $1.8M | 13k | 142.17 |
2023-03-31 | $1.2M | 8.5k | 147.51 |
2022-03-31 | $4.9M | 30k | 164.84 |
2020-09-30 | $1.9M | 14k | 131.85 |
More positions owned by Foundations Investment Advisors
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