Vanguard Financials ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Financials ETF by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $340k | 3.1k | 109.91 |
| 2024-06-30 | $309k | 3.1k | 99.88 |
| 2024-03-31 | $317k | 3.1k | 102.39 |
| 2023-12-31 | $285k | 3.1k | 92.26 |
| 2023-09-30 | $248k | 3.1k | 80.32 |
| 2023-06-30 | $251k | 3.1k | 81.24 |
| 2023-03-31 | $241k | 3.1k | 77.89 |
| 2022-12-31 | $239k | 2.9k | 82.73 |
| 2022-09-30 | $206k | 2.8k | 74.29 |
| 2022-06-30 | $214k | 2.8k | 77.20 |
| 2022-03-31 | $277k | 3.0k | 93.20 |
| 2021-12-31 | $279k | 2.9k | 96.41 |