Vanguard Financials ETF shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 12k | 109.91 |
| 2024-06-30 | $1.2M | 12k | 99.88 |
| 2024-03-31 | $1.2M | 12k | 102.39 |
| 2023-12-31 | $1.1M | 12k | 92.26 |
| 2023-09-30 | $960k | 12k | 80.32 |
| 2023-06-30 | $978k | 12k | 81.24 |
| 2023-03-31 | $938k | 12k | 77.89 |
| 2022-12-31 | $996k | 12k | 82.73 |
| 2022-09-30 | $880k | 12k | 74.48 |
| 2022-06-30 | $6.2M | 81k | 77.18 |
| 2021-03-31 | $14k | 165 | 84.85 |
| 2020-12-31 | $12k | 165 | 72.73 |
| 2020-09-30 | $10k | 165 | 60.61 |
| 2020-06-30 | $9.0k | 165 | 54.55 |
| 2019-12-31 | $22k | 293 | 75.09 |
| 2019-09-30 | $52k | 738 | 70.46 |
| 2019-06-30 | $68k | 985 | 69.04 |
| 2019-03-31 | $80k | 1.2k | 64.78 |
| 2018-12-31 | $925k | 16k | 59.37 |