Bdo Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 2,520 shares of VFH stock, worth $304,516. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,520

Previous 3,632 30.62%

Holding current value

$304,516

Previous $282,000 27.66%

% of portfolio

0.02%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$74.65 - $81.49 $83,010 - $90,616	-1,112 Reduced 30.62%	2,520 $204,000
Q1 2023 May 09, 2023	SELL	$74.95 - $90.64 $21,960 - $26,557	-293 Reduced 7.46%	3,632 $282,000
Q4 2022 Jan 27, 2023	SELL	$74.7 - $88.6 $10,458 - $12,404	-140 Reduced 3.44%	3,925 $0
Q3 2022 Nov 02, 2022	BUY	$74.44 - $88.21 $170,095 - $201,559	2,285 Added 128.37%	4,065 $303,000
Q1 2022 May 06, 2022	SELL	$87.26 - $101.75 $1,657 - $1,933	-19 Reduced 1.06%	1,780 $166,000
Q4 2021 Feb 11, 2022	BUY	$92.72 - $100.95 $3,894 - $4,239	42 Added 2.39%	1,799 $174,000
Q3 2021 Nov 09, 2021	SELL	$86.32 - $96.09 $62,409 - $69,473	-723 Reduced 29.15%	1,757 $163,000
Q2 2021 Sep 03, 2021	SELL	$85.53 - $94.49 $14,967 - $16,535	-175 Reduced 6.59%	2,480 $224,000
Q1 2021 May 14, 2021	SELL	$71.74 - $86.71 $3,586 - $4,335	-50 Reduced 1.85%	2,655 $224,000
Q4 2020 Feb 12, 2021	SELL	$58.32 - $72.85 $14,871 - $18,576	-255 Reduced 8.61%	2,705 $197,000
Q3 2020 Nov 12, 2020	BUY	$55.49 - $62.22 $12,207 - $13,688	220 Added 8.03%	2,960 $173,000
Q2 2020 Aug 14, 2020	SELL	$47.38 - $65.88 $24,921 - $34,652	-526 Reduced 16.11%	2,740 $157,000
Q1 2020 May 15, 2020	SELL	$42.8 - $77.51 $44,683 - $80,920	-1,044 Reduced 24.22%	3,266 $166,000
Q4 2019 Feb 14, 2020	BUY	$66.8 - $76.51 $87,174 - $99,845	1,305 Added 43.43%	4,310 $329,000
Q3 2019 Nov 12, 2019	SELL	$69.67 - $71.37 $5,225 - $5,352	-75 Reduced 2.44%	3,005 $210,000
Q2 2019 Aug 09, 2019	BUY	N/A	140 Added 4.76%	3,080 $213,000
Q1 2019 May 15, 2019	SELL	N/A	-1,175 Reduced 28.55%	2,940 $190,000
Q4 2018 Feb 14, 2019	SELL	N/A	-250 Reduced 5.73%	4,115 $244,000
Q2 2018 Aug 27, 2018	SELL	N/A	-175 Reduced 3.85%	4,365 $294,000
Q1 2018 May 23, 2018	BUY	N/A	700 Added 18.23%	4,540 $315,000
Q4 2017 Feb 14, 2018	BUY	N/A	300 Added 8.47%	3,840 $269,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,540	3,540 $231,000

Others Institutions Holding VFH

# of Institutions

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Vanguard Financial ETF Transaction History