Vanguard Utilities ETF shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $812k | 5.7k | 142.58 |
| 2023-12-31 | $774k | 5.6k | 137.07 |
| 2023-09-30 | $717k | 5.6k | 127.54 |
| 2023-06-30 | $756k | 5.3k | 142.17 |
| 2023-03-31 | $603k | 4.1k | 147.52 |
| 2022-12-31 | $681k | 4.4k | 153.36 |
| 2022-09-30 | $647k | 4.4k | 145.79 |
| 2022-06-30 | $783k | 5.1k | 152.39 |
| 2022-03-31 | $973k | 6.0k | 161.82 |
| 2021-12-31 | $847k | 5.4k | 156.48 |
More positions owned by Kellett Schaffner Wealth Advisors
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