Aegis Wealth Management LLC Vanguard Financial ETF Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,800 shares of VFH stock, worth $493,772. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,800
Previous 3,800
-0.0%
Holding current value
$493,772
Previous $454 Million
-0.0%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VFH
# of Institutions
803Shares Held
54.5MCall Options Held
81.7KPut Options Held
3.9K-
Bank Of America Corp Charlotte, NC22.9MShares$2.98 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.4MShares$442 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$234 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$219 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.38MShares$179 Million3.64% of portfolio