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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Utilities ETF held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Utilities ETF by Roberts Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |