Birchcreek Wealth Management, LLC Vanguard Financial ETF Transaction History

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 5,966 shares of VFH stock, worth $715,084. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,966
Previous 5,966 -0.0%
Holding current value
$715,084
Previous $595,000 10.08%
% of portfolio
0.43%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$75.97 - $92.67 $36,237 - $44,203
-477 Reduced 7.4%
5,966 $550,000
Q2 2023

Jul 20, 2023
SELL
$74.65 - $81.49 $6,793 - $7,415
-91 Reduced 1.39%
6,443 $523,000
Q1 2023

May 01, 2023
BUY
$74.95 - $90.64 $10,043 - $12,145
134 Added 2.09%
6,534 $508,000
Q4 2022

Feb 06, 2023
BUY
$74.7 - $88.6 $172,930 - $205,109
2,315 Added 56.67%
6,400 $529,000
Q3 2022

Nov 14, 2022
BUY
$74.44 - $88.21 $60,221 - $71,361
809 Added 24.69%
4,085 $304,000
Q2 2022

Aug 12, 2022
BUY
$75.42 - $93.29 $2,262 - $2,798
30 Added 0.92%
3,276 $253,000
Q1 2022

May 13, 2022
SELL
$87.26 - $101.75 $4,799 - $5,596
-55 Reduced 1.67%
3,246 $303,000
Q4 2021

Feb 09, 2022
SELL
$92.72 - $100.95 $81,037 - $88,230
-874 Reduced 20.93%
3,301 $319,000
Q1 2021

May 17, 2021
SELL
$71.74 - $86.71 $4,734 - $5,722
-66 Reduced 1.56%
4,175 $353,000
Q4 2020

Jan 28, 2021
BUY
$58.32 - $72.85 $247,335 - $308,956
4,241 New
4,241 $308,000

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

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