Aevitas Wealth Management, Inc. Vanguard Financial ETF Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 22,856 shares of VFH stock, worth $2.81 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

22,856

Previous 22,763 0.41%

Holding current value

$2.81 Million

Previous $1.69 Million 11.57%

% of portfolio

1.12%

Previous 1.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	BUY	$74.7 - $88.6 $6,947 - $8,239	93 Added 0.41%	22,856 $0
Q3 2022 Oct 24, 2022	SELL	$74.44 - $88.21 $152,974 - $181,271	-2,055 Reduced 8.28%	22,763 $1.69 Million
Q2 2022 Jul 22, 2022	SELL	$75.42 - $93.29 $15,008 - $18,564	-199 Reduced 0.8%	24,818 $1.92 Million
Q1 2022 Apr 25, 2022	SELL	$87.26 - $101.75 $6,893 - $8,038	-79 Reduced 0.31%	25,017 $2.34 Million
Q4 2021 Jan 19, 2022	BUY	$92.72 - $100.95 $11,775 - $12,820	127 Added 0.51%	25,096 $2.42 Million
Q2 2021 Jul 22, 2021	BUY	$85.53 - $94.49 $74,753 - $82,584	874 Added 3.63%	24,969 $2.26 Million
Q1 2021 Apr 29, 2021	BUY	$71.74 - $86.71 $60,476 - $73,096	843 Added 3.63%	24,095 $2.04 Million
Q4 2020 Jan 19, 2021	BUY	$58.32 - $72.85 $388,411 - $485,180	6,660 Added 40.14%	23,252 $1.69 Million
Q3 2020 Oct 22, 2020	SELL	$55.49 - $62.22 $22,251 - $24,950	-401 Reduced 2.36%	16,592 $971,000
Q2 2020 Jul 29, 2020	SELL	$47.38 - $65.88 $124,798 - $173,527	-2,634 Reduced 13.42%	16,993 $972,000
Q1 2020 Apr 16, 2020	SELL	$42.8 - $77.51 $121,081 - $219,275	-2,829 Reduced 12.6%	19,627 $995,000
Q4 2019 Jan 31, 2020	SELL	$66.8 - $76.51 $224,514 - $257,150	-3,361 Reduced 13.02%	22,456 $1.71 Million
Q3 2019 Oct 21, 2019	SELL	$69.67 - $71.37 $27,240 - $27,905	-391 Reduced 1.49%	25,817 $1.81 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-23,759 Reduced 47.55%	26,208 $1.81 Million
Q1 2019 May 09, 2019	BUY	N/A	525 Added 1.06%	49,967 $3.22 Million
Q4 2018 Feb 14, 2019	BUY	N/A	730 Added 1.5%	49,442 $2.94 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,282 Reduced 2.56%	48,712 $3.38 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-1,553 Reduced 3.01%	49,994 $3.37 Million
Q1 2018 May 15, 2018	BUY	N/A	422 Added 0.83%	51,547 $3.58 Million
Q4 2017 Feb 13, 2018	BUY	N/A	51,125	51,125 $3.58 Million

Others Institutions Holding VFH

# of Institutions

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

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 Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.

Account

Aevitas Wealth Management, Inc. Vanguard Financial ETF Transaction History