Vanguard Utilities ETF shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Vanguard Utilities ETF
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All positions including Vanguard Utilities ETF held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Utilities ETF by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 6.3k | 174.05 |
| 2024-06-30 | $1.4M | 9.2k | 147.92 |
| 2024-03-31 | $2.7M | 19k | 142.58 |
| 2023-12-31 | $1.5M | 11k | 137.07 |
| 2023-09-30 | $292k | 2.3k | 127.54 |
| 2023-06-30 | $525k | 3.7k | 142.17 |
| 2023-03-31 | $1.2M | 8.0k | 147.50 |
| 2022-12-31 | $303k | 2.0k | 153.50 |
| 2022-09-30 | $640k | 4.5k | 142.29 |
| 2022-06-30 | $369k | 2.4k | 152.16 |
| 2022-03-31 | $286k | 1.8k | 161.58 |