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 $2.79 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

22,856

Previous 22,763 0.41%

Holding current value

$2.79 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

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Aevitas Wealth Management, Inc. Vanguard Financial ETF Transaction History