Vanguard Financials ETF shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $340k | 4.9k | 69.97 |
| 2019-12-31 | $340k | 4.9k | 69.97 |
| 2019-09-30 | $340k | 4.9k | 69.97 |
| 2019-06-30 | $335k | 4.9k | 68.94 |
| 2019-03-31 | $378k | 5.9k | 64.56 |
| 2018-12-31 | $348k | 5.9k | 59.44 |
| 2018-09-30 | $406k | 5.9k | 69.34 |
| 2018-06-30 | $395k | 5.9k | 67.46 |
| 2018-03-31 | $407k | 5.9k | 69.51 |
| 2017-12-31 | $410k | 5.9k | 70.03 |
| 2017-09-30 | $403k | 6.2k | 65.37 |
| 2017-06-30 | $437k | 7.2k | 60.48 |
| 2017-03-31 | $437k | 7.2k | 60.48 |
| 2016-12-31 | $525k | 8.8k | 59.36 |
| 2016-09-30 | $587k | 12k | 49.34 |
| 2016-06-30 | $498k | 11k | 47.32 |
| 2016-03-31 | $542k | 12k | 46.34 |
| 2015-12-31 | $514k | 11k | 48.42 |
| 2015-09-30 | $264k | 5.7k | 46.35 |
| 2015-06-30 | $206k | 4.2k | 49.63 |
More positions owned by Confluence Wealth Management
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