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Vanguard Utilities ETF shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Vanguard Utilities ETF

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All positions including Vanguard Utilities ETF held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Utilities ETF by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $309k 2.1k 147.93
2024-03-31 $298k 2.1k 142.59
2023-12-31 $284k 2.1k 137.08
2023-09-30 $259k 2.0k 127.56
2023-06-30 $287k 2.0k 142.14
2023-03-31 $297k 2.0k 147.49
2022-12-31 $307k 2.0k 153.36
2022-09-30 $285k 2.0k 142.50
2022-06-30 $305k 2.0k 152.50
2022-03-31 $328k 2.0k 164.00
2021-12-31 $313k 2.0k 156.50
2021-09-30 $278k 2.0k 139.00
2021-06-30 $278k 2.0k 139.00
2021-03-31 $281k 2.0k 140.50
2020-12-31 $274k 2.0k 137.00
2020-09-30 $258k 2.0k 129.00
2020-06-30 $247k 2.0k 123.50
2020-03-31 $244k 2.0k 122.00