Vanguard Utilities ETF shares owned by Strategic Wealth Management Group
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Strategic Wealth Management Group
from 13F filings
Historical chart of Strategic Wealth Management Group investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Strategic 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 |
---|---|---|---|
2021-06-30 | $400k | 2.9k | 138.79 |
2021-03-31 | $404k | 2.9k | 140.42 |
2020-12-31 | $395k | 2.9k | 137.30 |
2020-09-30 | $371k | 2.9k | 129.13 |
2020-06-30 | $355k | 2.9k | 123.69 |
2020-03-31 | $349k | 2.9k | 121.77 |
2019-12-31 | $410k | 2.9k | 143.06 |
2019-09-30 | $412k | 2.9k | 143.75 |
2019-06-30 | $381k | 2.9k | 132.94 |
2019-03-31 | $371k | 2.9k | 129.45 |
2018-12-31 | $291k | 2.5k | 118.00 |
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