Strategic Wealth Partners, Ltd. Vanguard Financial ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,992 shares of VFH stock, worth $378,966. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,992

Previous 76,183 96.07%

Holding current value

$378,966

Previous $8.99 Million 95.77%

% of portfolio

0.03%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$104.87 - $127.3 $7.68 Million - $9.32 Million	-73,191 Reduced 96.07%	2,992 $380,000
Q4 2024 Feb 14, 2025	BUY	$108.87 - $126.2 $201,844 - $233,974	1,854 Added 2.49%	76,183 $8.99 Million
Q3 2024 Oct 08, 2024	SELL	$99.27 - $111.21 $67,602 - $75,734	-681 Reduced 0.91%	74,329 $8.17 Million
Q1 2024 May 20, 2024	BUY	$90.62 - $102.39 $649,654 - $734,033	7,169 Added 10.57%	75,010 $7.68 Million
Q4 2023 May 20, 2024	BUY	$75.97 - $92.67 $85,010 - $103,697	1,119 Added 1.68%	67,841 $6.26 Million
Q3 2023 May 20, 2024	BUY	$80.32 - $86.71 $276,140 - $298,108	3,438 Added 5.43%	66,722 $5.36 Million
Q2 2023 May 20, 2024	BUY	$74.65 - $81.49 $4.72 Million - $5.16 Million	63,284 New	63,284 $5.14 Million
Q4 2019 Jan 30, 2020	SELL	$66.8 - $76.51 $5,076 - $5,814	-76 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$69.67 - $71.37 $5,294 - $5,424	76 New	76 $5,000
Q1 2019 May 14, 2019	SELL	N/A	-56 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	56 New	56 $0

Others Institutions Holding VFH

# of Institutions

791

Shares Held

54.4M

Call Options Held

77K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Vanguard Financial ETF Transaction History