Axiom Financial Strategies, LLC Vanguard Financial ETF Transaction History

Axiom Financial Strategies, LLC

  • $179 Million
  • Q4 2024

A detailed history of Axiom Financial Strategies, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 72,962 shares of VFH stock, worth $9.13 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares
72,962
Previous 71,756 1.68%
Holding current value
$9.13 Million
Previous $7.89 Million 9.23%
% of portfolio
4.81%
Previous 4.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$108.87 - $126.2 $131,297 - $152,197
1,206 Added 1.68%
72,962 $8.61 Million
Q3 2024

Nov 12, 2024
BUY
$99.27 - $111.21 $1.79 Million - $2 Million
18,017 Added 33.53%
71,756 $7.89 Million
Q2 2024

Aug 13, 2024
SELL
$95.9 - $103.0 $10,836 - $11,639
-113 Reduced 0.21%
53,739 $5.37 Million
Q1 2024

Apr 29, 2024
SELL
$90.62 - $102.39 $691,702 - $781,542
-7,633 Reduced 12.41%
53,852 $5.51 Million
Q4 2023

Feb 13, 2024
SELL
$75.97 - $92.67 $18,156 - $22,148
-239 Reduced 0.39%
61,485 $5.67 Million
Q3 2023

Oct 16, 2023
SELL
$80.32 - $86.71 $421,599 - $455,140
-5,249 Reduced 7.84%
61,724 $4.96 Million
Q2 2023

Aug 10, 2023
BUY
$74.65 - $81.49 $292,553 - $319,359
3,919 Added 6.22%
66,973 $5.44 Million
Q1 2023

May 18, 2023
BUY
$74.95 - $90.64 $254,755 - $308,085
3,399 Added 5.7%
63,054 $4.91 Million
Q4 2022

May 18, 2023
BUY
$74.7 - $88.6 $17,629 - $20,909
236 Added 0.4%
59,655 $4.94 Million
Q3 2022

Oct 17, 2022
SELL
$74.44 - $88.21 $1.11 Million - $1.31 Million
-14,884 Reduced 20.03%
59,419 $4.42 Million
Q2 2022

Aug 10, 2022
SELL
$75.42 - $93.29 $754 - $932
-10 Reduced 0.01%
74,303 $5.74 Million
Q1 2022

May 02, 2022
BUY
$87.26 - $101.75 $90,924 - $106,023
1,042 Added 1.42%
74,313 $6.21 Million
Q4 2021

Feb 04, 2022
BUY
$92.72 - $100.95 $567,168 - $617,511
6,117 Added 9.11%
73,271 $7.08 Million
Q3 2021

Nov 03, 2021
BUY
$86.32 - $96.09 $925,436 - $1.03 Million
10,721 Added 19.0%
67,154 $6.22 Million
Q2 2021

Aug 13, 2021
BUY
$85.53 - $94.49 $995,398 - $1.1 Million
11,638 Added 25.98%
56,433 $5.1 Million
Q1 2021

May 13, 2021
SELL
$71.74 - $86.71 $596,446 - $720,906
-8,314 Reduced 15.65%
44,795 $3.79 Million
Q4 2020

Jun 15, 2022
BUY
$58.32 - $72.85 $43,798 - $54,710
751 Added 1.43%
53,109 $3.11 Million
Q4 2020

Feb 05, 2021
SELL
$58.32 - $72.85 $43,798 - $54,710
-751 Reduced 1.41%
52,358 $3.81 Million
Q3 2020

Nov 13, 2020
SELL
$55.49 - $62.22 $1.05 Million - $1.18 Million
-18,964 Reduced 26.31%
53,109 $3.11 Million
Q2 2020

Nov 23, 2020
BUY
$47.38 - $65.88 $200,891 - $279,331
4,240 Added 6.25%
72,073 $4.12 Million
Q1 2020

Nov 23, 2020
BUY
$42.8 - $77.51 $2.9 Million - $5.26 Million
67,833 New
67,833 $3.44 Million

Others Institutions Holding VFH

# of Institutions
759
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Axiom Financial Strategies, LLC Portfolio

Follow Axiom Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axiom Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axiom Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email