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Vanguard Financials ETF shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Financial Synergies 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 430 102.39
2023-12-31 $38k 461 82.73
2023-09-30 $35k 430 80.32
2023-06-30 $35k 430 81.24
2023-03-31 $36k 461 77.89
2022-12-31 $38k 461 82.73
2022-09-30 $34k 461 74.44