Vanguard Utilities ETF shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 1.6k | 189.36 |
| 2025-06-30 | $288k | 1.6k | 176.56 |
| 2025-03-31 | $279k | 1.6k | 170.86 |
| 2024-12-31 | $279k | 1.7k | 166.00 |
| 2023-09-30 | $1.6M | 13k | 129.40 |
| 2023-06-30 | $1.8M | 13k | 142.17 |
| 2023-03-31 | $2.0M | 13k | 147.06 |
| 2022-12-31 | $2.0M | 13k | 153.39 |
| 2022-09-30 | $1.9M | 13k | 141.64 |
| 2022-06-30 | $2.0M | 13k | 151.82 |
| 2022-03-31 | $2.1M | 13k | 164.14 |
| 2021-12-31 | $2.0M | 13k | 155.00 |
| 2021-09-30 | $1.8M | 13k | 139.16 |