Amplius Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,093 shares of VFH stock, worth $377,686. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,093
Previous 3,093 -0.0%
Holding current value
$377,686
Previous $308,000 10.06%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023
BUY
$74.95 - $90.64 $14,990 - $18,128
200 Added 6.91%
3,093 $240,000
Q4 2022

Jan 19, 2023
BUY
$74.7 - $88.6 $8,964 - $10,632
120 Added 4.33%
2,893 $0
Q3 2022

Nov 10, 2022
BUY
$74.44 - $88.21 $74 - $88
1 Added 0.04%
2,773 $206,000
Q2 2022

Jul 21, 2022
SELL
$75.42 - $93.29 $15,084 - $18,658
-200 Reduced 6.73%
2,772 $214,000
Q1 2022

May 09, 2022
BUY
$87.26 - $101.75 $6,806 - $7,936
78 Added 2.7%
2,972 $277,000
Q4 2021

Jan 28, 2022
BUY
$92.72 - $100.95 $268,331 - $292,149
2,894 New
2,894 $279,000

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

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