Vanguard Financials ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 13k | 109.90 |
| 2024-06-30 | $1.3M | 13k | 99.71 |
| 2024-03-31 | $1.3M | 13k | 102.46 |
| 2023-12-31 | $1.1M | 36 | 30277.78 |
| 2023-09-30 | $840k | 11k | 80.35 |
| 2023-06-30 | $838k | 10k | 81.19 |
| 2023-03-31 | $783k | 10k | 77.89 |
| 2022-09-30 | $740k | 9.9k | 74.39 |
| 2022-06-30 | $789k | 10k | 77.19 |
| 2022-03-31 | $941k | 10k | 93.33 |
| 2021-12-31 | $945k | 9.8k | 96.43 |
| 2021-09-30 | $1.1M | 12k | 92.61 |
| 2021-06-30 | $866k | 9.6k | 90.37 |
| 2021-03-31 | $725k | 10k | 72.75 |
| 2020-12-31 | $725k | 10k | 72.75 |
| 2020-09-30 | $586k | 10k | 58.48 |
| 2020-06-30 | $548k | 9.6k | 57.24 |
| 2020-03-31 | $490k | 9.7k | 50.74 |
| 2019-12-31 | $745k | 9.8k | 76.25 |
| 2019-09-30 | $766k | 11k | 70.02 |
| 2019-06-30 | $769k | 11k | 68.97 |
| 2019-03-31 | $725k | 11k | 64.53 |
| 2018-12-31 | $666k | 11k | 59.30 |