Vanguard Financials ETF shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 9.8k | 133.49 |
| 2025-09-30 | $1.3M | 9.7k | 131.24 |
| 2025-06-30 | $1.2M | 9.7k | 127.30 |
| 2025-03-31 | $1.2M | 9.7k | 119.47 |
| 2024-12-31 | $1.1M | 9.5k | 118.07 |
| 2024-09-30 | $1.1M | 9.6k | 109.91 |
| 2024-06-30 | $956k | 9.6k | 99.88 |
| 2024-03-31 | $956k | 9.6k | 99.88 |
| 2023-12-31 | $892k | 9.7k | 92.26 |
| 2023-09-30 | $787k | 9.8k | 80.32 |
| 2023-06-30 | $796k | 9.8k | 81.24 |
| 2023-03-31 | $782k | 10k | 77.89 |
| 2022-12-31 | $843k | 10k | 82.73 |
| 2022-09-30 | $756k | 10k | 74.44 |
| 2022-06-30 | $782k | 10k | 77.19 |
| 2022-03-31 | $946k | 10k | 93.39 |
| 2021-12-31 | $905k | 9.4k | 96.57 |
| 2021-09-30 | $838k | 9.0k | 92.65 |
| 2021-06-30 | $811k | 9.0k | 90.45 |
| 2021-03-31 | $744k | 8.8k | 84.50 |
| 2020-12-31 | $629k | 8.6k | 72.85 |
| 2020-09-30 | $491k | 8.4k | 58.50 |
| 2020-06-30 | $419k | 7.3k | 57.20 |
| 2020-03-31 | $375k | 7.4k | 50.72 |
| 2019-12-31 | $495k | 6.5k | 76.28 |
| 2019-09-30 | $451k | 6.4k | 70.00 |
| 2019-06-30 | $450k | 6.5k | 69.01 |
| 2019-03-31 | $374k | 5.8k | 64.54 |
| 2018-12-31 | $337k | 5.7k | 59.36 |
More positions owned by Wealth Management Associates
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