Vanguard Utilities ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $662k | 4.8k | 137.08 |
2023-09-30 | $790k | 6.2k | 127.53 |
2023-06-30 | $960k | 6.9k | 140.00 |
2023-03-31 | $1.2M | 7.9k | 149.86 |
2022-12-31 | $1.2M | 8.0k | 153.35 |
2022-09-30 | $1.3M | 9.2k | 142.26 |
2022-06-30 | $1.4M | 9.3k | 152.35 |
2022-03-31 | $1.4M | 8.7k | 161.80 |
2021-12-31 | $1.3M | 8.3k | 156.40 |
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