A detailed history of Baystate Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,777 shares of VFH stock, worth $216,989. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,777
Previous 1,777 -0.0%
Holding current value
$216,989
Previous $142,000 14.79%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

BUY
$80.32 - $86.71 $80 - $86
1 Added 0.06%
1,777 $142,000
Q2 2023

Sep 21, 2023

BUY
$74.65 - $81.49 $132,578 - $144,726
1,776 New
1,776 $144,000
Q4 2022

Jan 12, 2023

BUY
$74.7 - $88.6 $74 - $88
1 Added 0.06%
1,776 $147,000
Q3 2022

Nov 10, 2022

SELL
$74.44 - $88.21 $31,041 - $36,783
-417 Reduced 19.02%
1,775 $132,000
Q2 2022

Aug 02, 2022

BUY
$75.42 - $93.29 $226 - $279
3 Added 0.14%
2,192 $169,000
Q1 2022

Apr 19, 2022

BUY
$87.26 - $101.75 $174 - $203
2 Added 0.09%
2,189 $205,000
Q4 2021

Jan 21, 2022

BUY
$92.72 - $100.95 $5,099 - $5,552
55 Added 2.58%
2,187 $211,000
Q3 2021

Nov 05, 2021

BUY
$86.32 - $96.09 $35,218 - $39,204
408 Added 23.67%
2,132 $198,000
Q2 2020

Jul 28, 2020

BUY
$47.38 - $65.88 $81,683 - $113,577
1,724 New
1,724 $99,000
Q1 2019

Apr 25, 2019

SELL
N/A
-133 Closed
0 $0
Q4 2018

Jan 24, 2019

BUY
N/A
133 New
133 $9,000

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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