Wheelhouse Advisory Group LLC Vanguard Financial ETF Transaction History
Wheelhouse Advisory Group LLC
- $142 Billion
- Q2 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 63,676 shares of VFH stock, worth $7.05 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
63,676
Previous 62,167
2.43%
Holding current value
$7.05 Million
Previous $6.37 Billion
1.18%
% of portfolio
4.53%
Previous 4.89%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
671Shares Held
50.5MCall Options Held
78KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC23.5MShares$2.61 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$306 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$194 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.6MShares$177 Million7.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$155 Million0.03% of portfolio