Vanguard Utilities ETF shares owned by Private Wealth Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $588k | 3.6k | 163.42 |
| 2024-09-30 | $626k | 3.6k | 174.05 |
| 2024-06-30 | $532k | 3.6k | 147.92 |
| 2024-03-31 | $513k | 3.6k | 142.58 |
| 2023-12-31 | $493k | 3.6k | 137.07 |
| 2023-09-30 | $1.0M | 8.0k | 127.54 |
| 2023-06-30 | $2.0M | 14k | 142.17 |
| 2023-03-31 | $2.1M | 14k | 147.52 |
| 2022-12-31 | $2.2M | 14k | 153.36 |
| 2022-09-30 | $2.0M | 14k | 142.23 |
| 2022-06-30 | $3.2M | 21k | 152.35 |
| 2022-03-31 | $5.4M | 33k | 161.82 |
| 2021-12-31 | $5.0M | 32k | 156.39 |
| 2021-09-30 | $4.6M | 33k | 139.15 |
| 2021-06-30 | $4.2M | 30k | 138.76 |
| 2021-03-31 | $3.8M | 27k | 140.50 |
| 2020-12-31 | $2.8M | 21k | 137.24 |
| 2020-09-30 | $1.7M | 13k | 129.11 |
| 2020-06-30 | $2.4M | 19k | 123.65 |
| 2020-03-31 | $1.7M | 14k | 121.88 |