Align Wealth Management, LLC Vanguard Financial ETF Transaction History

Align Wealth Management, LLC

$118 Billion
Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Align Wealth Management, LLC holds 717 shares of VFH stock, worth $90,815. This represents 0.05% of its overall portfolio holdings.

Number of Shares

717

Holding current value

$90,815

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 09, 2023	BUY	$74.7 - $88.6 $53,559 - $63,526	717 New	717 $53.4 Million

Others Institutions Holding VFH

# of Institutions

794

Shares Held

54.2M

Call Options Held

87.9K

Put Options Held

10.2K

Bank Of America Corp Charlotte, NC

23M
Shares

$2.91 Billion
0.23% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$459 Million
0.03% of portfolio
Ubs Group Ag

1.91M
Shares

$241 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.66M
Shares

$210 Million
0.05% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.22M
Shares

$154 Million
3.5% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Align Wealth Management, LLC Vanguard Financial ETF Transaction History