Cibc Private Wealth Group, LLC Vanguard Financial ETF Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 4,703 shares of VFH stock, worth $577,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,703

Previous 3,811 23.41%

Holding current value

$577,904

Previous $449,000 24.94%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$114.07 - $127.34 $101,750 - $113,587	892 Added 23.41%	4,703 $561,000
Q4 2024 Feb 12, 2025	BUY	$108.87 - $126.2 $6,314 - $7,319	58 Added 1.55%	3,811 $449,000
Q3 2024 Nov 13, 2024	BUY	$99.27 - $111.21 $14,394 - $16,125	145 Added 4.02%	3,753 $412,000
Q2 2024 Aug 09, 2024	SELL	$95.9 - $103.0 $26,084 - $28,016	-272 Reduced 7.01%	3,608 $360,000
Q1 2024 May 10, 2024	SELL	$90.62 - $102.39 $201,357 - $227,510	-2,222 Reduced 36.41%	3,880 $397,000
Q4 2023 Feb 13, 2024	BUY	$75.97 - $92.67 $463,568 - $565,472	6,102 New	6,102 $562,000
Q3 2023 Nov 13, 2023	BUY	$80.32 - $86.71 $730,108 - $788,193	9,090 New	9,090 $730,000
Q2 2022 Aug 03, 2022	SELL	$75.42 - $93.29 $559,842 - $692,491	-7,423 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$87.26 - $101.75 $7,155 - $8,343	-82 Reduced 1.09%	7,423 $693,000
Q4 2021 Feb 08, 2022	SELL	$92.72 - $100.95 $15,391 - $16,757	-166 Reduced 2.16%	7,505 $725,000
Q1 2021 May 12, 2021	BUY	$71.74 - $86.71 $96,059 - $116,104	1,339 Added 21.15%	7,671 $648,000
Q4 2020 Feb 12, 2021	BUY	$58.32 - $72.85 $32,659 - $40,796	560 Added 9.7%	6,332 $461,000
Q3 2020 Nov 03, 2020	BUY	$55.49 - $62.22 $320,288 - $359,133	5,772 New	5,772 $338,000
Q3 2020 Oct 29, 2020	SELL	$55.49 - $62.22 $653,172 - $732,391	-11,771 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$47.38 - $65.88 $396,286 - $551,020	-8,364 Reduced 41.54%	11,771 $673,000
Q1 2020 May 15, 2020	SELL	$42.8 - $77.51 $291,553 - $527,998	-6,812 Reduced 25.28%	20,135 $1.02 Million
Q4 2019 Jan 30, 2020	BUY	$66.8 - $76.51 $274,815 - $314,762	4,114 Added 18.02%	26,947 $2.06 Million
Q2 2019 Jul 31, 2019	BUY	N/A	15,212 Added 199.61%	22,833 $1.58 Million
Q1 2019 May 10, 2019	SELL	N/A	-680 Reduced 8.19%	7,621 $492,000
Q4 2018 Feb 05, 2019	SELL	N/A	-234 Reduced 2.74%	8,301 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-233 Reduced 2.66%	8,535 $592,000
Q2 2018 Aug 02, 2018	BUY	N/A	881 Added 11.17%	8,768 $591,000
Q1 2018 May 17, 2018	BUY	N/A	1,083 Added 15.92%	7,887 $548,000
Q4 2017 Feb 12, 2018	SELL	N/A	-662 Reduced 8.87%	6,804 $477,000
Q3 2017 Nov 14, 2017	BUY	N/A	7,466	7,466 $488,000

Others Institutions Holding VFH

# of Institutions

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Cibc Private Wealth Group, LLC Vanguard Financial ETF Transaction History