Vanguard Financials ETF shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by PRW 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 PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $243k | 3.1k | 77.17 |
| 2023-03-31 | $234k | 2.9k | 79.58 |
| 2022-09-30 | $215k | 2.9k | 74.60 |
| 2022-06-30 | $272k | 3.5k | 77.21 |
| 2022-03-31 | $316k | 3.4k | 93.44 |
| 2021-12-31 | $245k | 2.5k | 96.49 |
| 2021-09-30 | $818k | 8.8k | 92.66 |