Talon Private Wealth, LLC Vanguard Financial ETF Transaction History

Talon Private Wealth, LLC

$270 Million
Q4 2024

A detailed history of Talon Private Wealth, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Talon Private Wealth, LLC holds 1,868 shares of VFH stock, worth $233,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,868

Holding current value

$233,761

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$108.87 - $126.2 $203,369 - $235,741	1,868 New	1,868 $220,000

Others Institutions Holding VFH

# of Institutions

759

Shares Held

54.4M

Call Options Held

49.9K

Put Options Held

4.6K

Bank Of America Corp Charlotte, NC

23M
Shares

$2.88 Billion
0.23% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$400 Million
0.03% of portfolio
Ubs Group Ag

1.92M
Shares

$240 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.58M
Shares

$198 Million
0.04% of portfolio
Beacon Capital Management, Inc.

1.43M
Shares

$179 Million
7.56% of portfolio

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 Talon Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talon Private Wealth, LLC with notifications on news.

Account

Talon Private Wealth, LLC Vanguard Financial ETF Transaction History