Vanguard Financials ETF shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Financials ETF by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $792k | 8.6k | 92.63 |
| 2021-06-30 | $754k | 8.3k | 90.41 |
| 2021-03-31 | $705k | 8.3k | 84.53 |
| 2020-12-31 | $476k | 8.1k | 58.48 |
| 2020-09-30 | $478k | 8.1k | 58.72 |
| 2020-06-30 | $466k | 8.1k | 57.25 |
| 2020-03-31 | $555k | 10k | 54.96 |
| 2019-12-31 | $1.2M | 16k | 75.63 |
| 2019-09-30 | $1.2M | 17k | 70.00 |
| 2019-06-30 | $1.6M | 23k | 69.53 |
| 2019-03-31 | $1.3M | 20k | 66.22 |
| 2018-12-31 | $1.2M | 20k | 60.92 |
| 2018-09-30 | $5.2M | 79k | 65.65 |
| 2018-06-30 | $5.4M | 81k | 67.45 |
| 2018-03-31 | $8.8M | 126k | 69.47 |
| 2017-12-31 | $8.5M | 115k | 74.04 |