Bordeaux Wealth Advisors LLC Vanguard Financial ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 105,029 shares of VFH stock, worth $13.1 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
105,029
Previous 106,799 1.66%
Holding current value
$13.1 Million
Previous $12.6 Million 0.49%
% of portfolio
2.33%
Previous 2.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$114.07 - $127.34 $201,903 - $225,391
-1,770 Reduced 1.66%
105,029 $12.5 Million
Q4 2024

Jan 30, 2025
SELL
$108.87 - $126.2 $113,333 - $131,374
-1,041 Reduced 0.97%
106,799 $12.6 Million
Q3 2024

Nov 04, 2024
BUY
$99.27 - $111.21 $25,413 - $28,469
256 Added 0.24%
107,840 $11.9 Million
Q2 2024

Aug 02, 2024
BUY
$95.9 - $103.0 $10.3 Million - $11.1 Million
107,584 New
107,584 $10.7 Million

Others Institutions Holding VFH

# of Institutions
781
Shares Held
54.2M
Call Options Held
87.9K
Put Options Held
43.3K
View Full List

About VANGUARD FINANCIAL ETF

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