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 $716,590. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,126
Previous 7,074 0.74%
Holding current value
$716,590
Previous $550,000 5.09%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$80.86 - $88.6 $62,747 - $68,753
-776 Reduced 9.89%
7,074 $585,000
Q3 2022

Oct 27, 2022
SELL
N/A
-140 Reduced 1.75%
7,850 $584,000
Q1 2022

May 13, 2022
BUY
N/A
1 Added 0.01%
7,990 $746,000
Q4 2021

Jan 26, 2022
BUY
N/A
1,043 Added 15.02%
7,989 $771,000
Q1 2021

May 06, 2021
BUY
N/A
1 Added 0.01%
6,946 $587,000
Q4 2020

Feb 16, 2021
BUY
N/A
46 Added 0.67%
6,945 $506,000
Q3 2020

Nov 16, 2020
BUY
N/A
41 Added 0.6%
6,899 $404,000
Q2 2020

Aug 14, 2020
BUY
N/A
6,858 New
6,858 $392,000

Others Institutions Holding VFH

# of Institutions
667
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
15.3K
View Full List

About VANGUARD FINANCIAL ETF

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