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Vanguard Financials ETF shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 102.39
2023-12-31 $989k 11k 92.26
2023-09-30 $838k 10k 80.32
2023-06-30 $877k 11k 81.24
2023-03-31 $1.1M 14k 77.89
2022-12-31 $922k 11k 82.73
2022-09-30 $730k 9.8k 74.47
2022-06-30 $825k 11k 77.20
2022-03-31 $1.1M 12k 93.40
2021-12-31 $1.0M 11k 96.53
2021-09-30 $1.0M 11k 92.69
2021-06-30 $1.0M 11k 90.45
2021-03-31 $784k 9.3k 84.52
2020-12-31 $483k 6.6k 72.84
2019-12-31 $272k 3.6k 76.40
2019-09-30 $220k 3.1k 70.00
2019-06-30 $217k 3.1k 69.04
2018-09-30 $234k 3.4k 69.35
2018-06-30 $228k 3.4k 67.58