Vanguard Financials ETF shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 12k | 109.20 |
| 2024-06-30 | $1.2M | 12k | 100.08 |
| 2024-03-31 | $1.2M | 12k | 102.39 |
| 2023-12-31 | $1.1M | 12k | 92.26 |
| 2023-09-30 | $959k | 12k | 80.32 |
| 2023-06-30 | $968k | 12k | 81.24 |
| 2023-03-31 | $931k | 12k | 77.89 |
| 2022-12-31 | $988k | 12k | 82.73 |
| 2022-09-30 | $880k | 12k | 74.47 |
| 2022-06-30 | $1.0M | 12k | 86.23 |
| 2022-03-31 | $1.2M | 13k | 93.39 |
| 2021-12-31 | $1.2M | 12k | 96.56 |
| 2021-09-30 | $1.2M | 12k | 96.51 |
| 2021-06-30 | $1.1M | 12k | 90.43 |
| 2021-03-31 | $1.0M | 12k | 84.48 |
| 2020-12-31 | $931k | 12k | 77.36 |
| 2020-09-30 | $703k | 12k | 58.52 |
| 2020-06-30 | $675k | 12k | 57.17 |
| 2020-03-31 | $580k | 11k | 50.75 |
| 2019-12-31 | $1.2M | 20k | 59.38 |
| 2019-09-30 | $1.4M | 20k | 70.02 |
| 2019-06-30 | $1.3M | 20k | 64.56 |
| 2019-03-31 | $1.3M | 20k | 64.56 |
| 2018-12-31 | $1.2M | 20k | 59.38 |