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
Download as csv Download as ExcelQuarterly 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 |