Bordeaux Wealth Advisors LLC Vanguard Financial ETF Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 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 106,799 shares of VFH stock, worth $13.5 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
106,799
Previous 107,840
0.97%
Holding current value
$13.5 Million
Previous $12.7 Million
0.97%
% of portfolio
2.04%
Previous 2.21%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
762Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.9 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$403 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$242 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$200 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$180 Million7.56% of portfolio