Axxcess Wealth Management, LLC Vanguard Financial ETF Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,437 shares of VFH stock, worth $706,483. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,437
Previous 6,548
16.97%
Holding current value
$706,483
Previous $782,000
11.51%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
802Shares Held
54.7MCall Options Held
81.7KPut Options Held
3.9K-
Bank Of America Corp Charlotte, NC22.9MShares$2.98 Billion0.22% of portfolio
-
Morgan Stanley New York, NY3.4MShares$442 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$234 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$219 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.38MShares$179 Million3.64% of portfolio