Vanguard Utilities ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $218k | 1.3k | 174.05 |
| 2024-06-30 | $245k | 1.7k | 147.92 |
| 2024-03-31 | $236k | 1.7k | 142.58 |
| 2023-09-30 | $211k | 1.7k | 127.54 |
| 2023-06-30 | $235k | 1.7k | 142.17 |
| 2023-03-31 | $244k | 1.7k | 147.52 |
| 2022-12-31 | $254k | 1.7k | 153.36 |
| 2022-09-30 | $235k | 1.7k | 142.17 |
| 2022-06-30 | $244k | 1.6k | 152.21 |
| 2022-03-31 | $259k | 1.6k | 161.57 |
| 2021-12-31 | $272k | 1.7k | 156.68 |
| 2021-09-30 | $297k | 2.1k | 139.04 |
| 2021-06-30 | $296k | 2.1k | 138.58 |
| 2020-12-31 | $221k | 1.6k | 137.52 |
| 2020-09-30 | $207k | 1.6k | 128.81 |
| 2019-09-30 | $231k | 1.6k | 143.75 |
| 2019-06-30 | $214k | 1.6k | 133.17 |
| 2019-03-31 | $208k | 1.6k | 129.43 |
More positions owned by Summit Financial Strategies
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