Retirement Planning Group »

Vanguard Financials ETF shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Financials ETF by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 2.5k 109.90
2024-06-30 $1.0M 10k 99.88
2024-03-31 $1.0M 10k 102.39
2023-12-31 $903k 9.8k 92.26
2023-09-30 $1.4M 18k 80.32
2023-06-30 $1.4M 18k 81.24
2023-03-31 $673k 8.6k 77.89
2022-12-31 $715k 8.6k 82.73