Vanguard Utilities ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $252k | 1.7k | 147.92 |
| 2024-03-31 | $242k | 1.7k | 142.58 |
| 2023-12-31 | $233k | 1.7k | 137.07 |
| 2022-12-31 | $521k | 3.4k | 153.36 |
| 2022-09-30 | $242k | 1.7k | 142.35 |
| 2022-06-30 | $259k | 1.7k | 152.35 |
| 2022-03-31 | $275k | 1.7k | 161.76 |
| 2021-09-30 | $237k | 1.7k | 139.41 |
| 2021-06-30 | $236k | 1.7k | 138.82 |
More positions owned by Heritage Wealth Management
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