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Vanguard Financials ETF shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Principle 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $937k 9.4k 99.88
2024-03-31 $961k 9.4k 102.39
2023-12-31 $866k 9.4k 92.26
2023-09-30 $794k 9.9k 80.32
2023-06-30 $884k 11k 81.24
2023-03-31 $890k 11k 77.89
2022-12-31 $2.3M 28k 82.73
2022-09-30 $2.1M 29k 74.44
2022-06-30 $2.2M 29k 77.17
2022-03-31 $2.7M 29k 93.38
2021-12-31 $2.9M 30k 96.56
2021-09-30 $2.7M 29k 92.65
2021-06-30 $2.7M 29k 90.44
2021-03-31 $2.5M 30k 84.51
2020-12-31 $2.2M 30k 72.85
2020-09-30 $1.8M 31k 58.49
2020-06-30 $1.9M 33k 57.20
2020-03-31 $1.7M 34k 50.72
2019-12-31 $3.0M 39k 76.28
2019-09-30 $3.1M 45k 70.01
2019-06-30 $3.9M 56k 69.01
2019-03-31 $5.4M 84k 64.54
2018-12-31 $5.7M 96k 59.36