Bartlett & Co. Wealth Management LLC Vanguard Financial ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 43,413 shares of VFH stock, worth $5.31 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
43,413
Previous 42,926 1.13%
Holding current value
$5.31 Million
Previous $4.31 Billion 11.34%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$99.27 - $111.21 $48,344 - $54,159
487 Added 1.13%
43,413 $4.8 Billion
Q3 2023

Feb 14, 2024
SELL
$80.32 - $86.71 $139,596 - $150,701
-1,738 Reduced 3.89%
42,926 $3.47 Billion
Q4 2022

Feb 14, 2024
BUY
$74.7 - $88.6 $272,281 - $322,947
3,645 Added 8.89%
44,664 $3.7 Billion
Q3 2022

Feb 14, 2024
SELL
$74.44 - $88.21 $40,197 - $47,633
-540 Reduced 1.3%
41,019 $3.07 Billion
Q2 2022

Feb 14, 2024
BUY
$75.42 - $93.29 $21,947 - $27,147
291 Added 0.71%
41,559 $3.21 Billion
Q3 2021

Feb 13, 2024
SELL
$86.32 - $96.09 $8,286 - $9,224
-96 Reduced 0.23%
41,268 $3.85 Billion
Q2 2021

Feb 13, 2024
BUY
$85.53 - $94.49 $29,507 - $32,599
345 Added 0.84%
41,364 $3.74 Billion
Q4 2020

Feb 13, 2024
SELL
$58.32 - $72.85 $3,790 - $4,735
-65 Reduced 0.16%
41,019 $2.99 Billion
Q3 2020

Feb 13, 2024
BUY
$55.49 - $62.22 $5,493 - $6,159
99 Added 0.24%
41,084 $2.4 Billion
Q1 2020

Feb 13, 2024
SELL
$42.8 - $77.51 $13,567 - $24,570
-317 Reduced 0.77%
40,985 $2.08 Billion
Q2 2019

Feb 13, 2024
SELL
N/A
-1 Reduced -0.0%
41,302 $2.85 Billion
Q2 2018

Feb 13, 2024
BUY
N/A
1 Added 0.0%
41,303 $2.8 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
41,302 New
41,302 $2.87 Billion

Others Institutions Holding VFH

# of Institutions
685
Shares Held
52.2M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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