Bordeaux Wealth Advisors LLC Vanguard Financial ETF Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 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 104,677 shares of VFH stock, worth $13.3 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

104,677

Previous 105,029 0.34%

Holding current value

$13.3 Million

Previous $12.5 Million 6.2%

% of portfolio

1.72%

Previous 2.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$104.87 - $127.3 $36,914 - $44,809	-352 Reduced 0.34%	104,677 $13.3 Million
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

794

Shares Held

54.2M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Bordeaux Wealth Advisors LLC Vanguard Financial ETF Transaction History