Vanguard Financials ETF shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Vanguard Financials ETF
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All positions including Vanguard Financials ETF held by SIMA 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 SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $28k | 212 | 131.60 |
| 2026-03-31 | $26k | 212 | 120.81 |
| 2025-12-31 | $28k | 212 | 133.49 |
| 2025-09-30 | $28k | 212 | 131.24 |
| 2025-06-30 | $27k | 212 | 127.30 |
| 2025-03-31 | $25k | 212 | 119.47 |
| 2024-12-31 | $25k | 212 | 118.07 |
| 2024-09-30 | $35k | 322 | 109.91 |
| 2024-06-30 | $32k | 322 | 99.88 |