Vanguard Utilities ETF shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge Wealth Management investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Utilities ETF by Shira Ridge Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $985k | 7.2k | 137.07 |
2023-09-30 | $2.5M | 20k | 127.54 |
2023-06-30 | $4.0M | 28k | 142.17 |
2023-03-31 | $4.2M | 29k | 147.52 |
2022-12-31 | $4.6M | 30k | 153.36 |
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