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 $13.2 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
107,840
Previous 107,584 0.24%
Holding current value
$13.2 Million
Previous $10.7 Million 10.3%
% of portfolio
2.15%
Previous 2.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
685
Shares Held
52.2M
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
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email