Vanguard Financials ETF shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Financials ETF by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 40k | 109.91 |
| 2024-06-30 | $2.7M | 27k | 99.88 |
| 2024-03-31 | $2.7M | 26k | 102.39 |
| 2023-12-31 | $2.1M | 23k | 92.26 |
| 2023-09-30 | $1.6M | 21k | 80.32 |
| 2023-06-30 | $879k | 11k | 81.24 |
| 2023-03-31 | $532k | 6.8k | 77.89 |