Vanguard Financials ETF shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $368k | 3.4k | 109.91 |
| 2024-06-30 | $344k | 3.4k | 99.88 |
| 2024-03-31 | $352k | 3.4k | 102.39 |
| 2023-12-31 | $328k | 3.6k | 92.26 |
| 2023-09-30 | $302k | 3.8k | 80.32 |
| 2023-06-30 | $315k | 3.9k | 81.24 |
| 2023-03-31 | $475k | 6.1k | 77.89 |
| 2022-12-31 | $523k | 6.3k | 82.73 |
| 2022-09-30 | $526k | 7.1k | 74.42 |
| 2022-06-30 | $546k | 7.1k | 77.25 |
| 2021-12-31 | $682k | 7.1k | 96.52 |
| 2021-03-31 | $660k | 7.1k | 93.39 |
More positions owned by Collaborative Wealth Managment
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