Vanguard Financials ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Financials ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 120k | 110.46 |
| 2024-06-30 | $13M | 128k | 100.33 |
| 2024-03-31 | $14M | 140k | 102.39 |
| 2023-12-31 | $8.4M | 91k | 92.26 |
| 2023-09-30 | $11M | 140k | 80.80 |
| 2023-06-30 | $3.3M | 41k | 81.25 |
| 2023-03-31 | $3.7M | 48k | 77.89 |
| 2022-12-31 | $6.4M | 77k | 82.73 |
| 2022-09-30 | $3.9M | 52k | 74.94 |
| 2022-06-30 | $3.7M | 48k | 77.16 |
| 2022-03-31 | $8.7M | 93k | 93.40 |