Bordeaux Wealth Advisors LLC Vanguard Financial ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
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 107,840 shares of VFH stock, worth $12.7 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
107,840
Previous 107,584
0.24%
Holding current value
$12.7 Million
Previous $10.7 Million
10.3%
% of portfolio
2.15%
Previous 2.05%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
688Shares Held
52.3MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.76 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$325 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$222 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$179 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$161 Million0.03% of portfolio