Bartlett & Co. Wealth Management LLC Vanguard Financial ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 42,788 shares of VFH stock, worth $5.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
42,788
Previous 42,786 -0.0%
Holding current value
$5.42 Million
Previous $5.11 Billion 6.56%
% of portfolio
0.08%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$104.87 - $127.3 $209 - $254
2 Added 0.0%
42,788 $5.45 Billion
Q1 2025

Apr 24, 2025
SELL
$114.07 - $127.34 $72,092 - $80,478
-632 Reduced 1.46%
42,786 $5.11 Billion
Q4 2024

Jan 17, 2025
BUY
$108.87 - $126.2 $544 - $631
5 Added 0.01%
43,418 $5.13 Billion
Q3 2024

Oct 17, 2024
BUY
$99.27 - $111.21 $48,344 - $54,159
487 Added 1.13%
43,413 $4.8 Billion
Q3 2023

Feb 14, 2024
SELL
$80.32 - $86.71 $139,596 - $150,701
-1,738 Reduced 3.89%
42,926 $3.47 Billion
Q4 2022

Feb 14, 2024
BUY
$74.7 - $88.6 $272,281 - $322,947
3,645 Added 8.89%
44,664 $3.7 Billion
Q3 2022

Feb 14, 2024
SELL
$74.44 - $88.21 $40,197 - $47,633
-540 Reduced 1.3%
41,019 $3.07 Billion
Q2 2022

Feb 14, 2024
BUY
$75.42 - $93.29 $21,947 - $27,147
291 Added 0.71%
41,559 $3.21 Billion
Q3 2021

Feb 13, 2024
SELL
$86.32 - $96.09 $8,286 - $9,224
-96 Reduced 0.23%
41,268 $3.85 Billion
Q2 2021

Feb 13, 2024
BUY
$85.53 - $94.49 $29,507 - $32,599
345 Added 0.84%
41,364 $3.74 Billion
Q4 2020

Feb 13, 2024
SELL
$58.32 - $72.85 $3,790 - $4,735
-65 Reduced 0.16%
41,019 $2.99 Billion
Q3 2020

Feb 13, 2024
BUY
$55.49 - $62.22 $5,493 - $6,159
99 Added 0.24%
41,084 $2.4 Billion
Q1 2020

Feb 13, 2024
SELL
$42.8 - $77.51 $13,567 - $24,570
-317 Reduced 0.77%
40,985 $2.08 Billion
Q2 2019

Feb 13, 2024
SELL
N/A
-1 Reduced -0.0%
41,302 $2.85 Billion
Q2 2018

Feb 13, 2024
BUY
N/A
1 Added 0.0%
41,303 $2.8 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
41,302 New
41,302 $2.87 Billion

Others Institutions Holding VFH

# of Institutions
792
Shares Held
54.5M
Call Options Held
87.9K
Put Options Held
10.2K
View Full List

About VANGUARD FINANCIAL ETF

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