Aj Wealth Strategies, LLC Vanguard Financial ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 7,126 shares of VFH stock, worth $897,020. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,126

Previous 7,074 0.74%

Holding current value

$897,020

Previous $550,000 5.09%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$74.65 - $81.49 $3,881 - $4,237	52 Added 0.74%	7,126 $578,000
Q4 2022 Jan 25, 2023	SELL	$74.7 - $88.6 $57,967 - $68,753	-776 Reduced 9.89%	7,074 $585,000
Q3 2022 Oct 27, 2022	SELL	$74.44 - $88.21 $10,421 - $12,349	-140 Reduced 1.75%	7,850 $584,000
Q1 2022 May 13, 2022	BUY	$87.26 - $101.75 $87 - $101	1 Added 0.01%	7,990 $746,000
Q4 2021 Jan 26, 2022	BUY	$92.72 - $100.95 $96,706 - $105,290	1,043 Added 15.02%	7,989 $771,000
Q1 2021 May 06, 2021	BUY	$71.74 - $86.71 $71 - $86	1 Added 0.01%	6,946 $587,000
Q4 2020 Feb 16, 2021	BUY	$58.32 - $72.85 $2,682 - $3,351	46 Added 0.67%	6,945 $506,000
Q3 2020 Nov 16, 2020	BUY	$55.49 - $62.22 $2,275 - $2,551	41 Added 0.6%	6,899 $404,000
Q2 2020 Aug 14, 2020	BUY	$47.38 - $65.88 $324,932 - $451,805	6,858 New	6,858 $392,000

Others Institutions Holding VFH

# of Institutions

713

Shares Held

52.8M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Aj Wealth Strategies, LLC Vanguard Financial ETF Transaction History