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Vanguard Financials ETF shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $76k 593 127.30
2025-03-31 $71k 593 119.47
2024-12-31 $70k 593 118.07
2024-09-30 $65k 593 109.91
2024-06-30 $59k 593 99.88
2024-03-31 $61k 593 102.39
2023-12-31 $55k 593 92.26
2023-09-30 $48k 593 80.32
2023-06-30 $46k 593 77.49
2023-03-31 $46k 593 77.89
2022-12-31 $49k 593 82.73
2022-09-30 $44k 593 74.20
2022-06-30 $46k 593 77.57
2022-03-31 $55k 593 92.75
2021-12-31 $57k 593 96.12
2021-09-30 $55k 593 92.75
2021-06-30 $54k 593 91.06
2021-03-31 $58k 685 84.67
2020-12-31 $50k 685 72.99
2020-09-30 $45k 776 57.99
2020-06-30 $44k 776 56.70
2020-03-31 $39k 776 50.26
2019-12-31 $59k 776 76.03
2019-09-30 $54k 776 69.59
2019-06-30 $62k 899 68.97
2019-03-31 $59k 914 64.55
2018-12-31 $65k 1.1k 59.74
2018-09-30 $87k 1.3k 69.16
2018-06-30 $97k 1.4k 67.50
2018-03-31 $96k 1.4k 69.67
2017-12-31 $62k 879 70.53
2017-09-30 $46k 709 64.88
2017-06-30 $44k 709 62.06
2017-03-31 $43k 709 60.65
2016-12-31 $42k 709 59.24
2016-09-30 $35k 709 49.37
2016-06-30 $34k 709 47.95
2016-03-31 $33k 709 46.54
2015-12-31 $44k 900 48.89

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

Top funds holding Vanguard Financials ETF

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Jpmorgan Chase & Co
Royal Bank of Canada
Stifel Financial
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF