Clearstead Advisors, LLC Vanguard Financial ETF Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 7,195 shares of VFH stock, worth $878,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,195

Previous 7,245 0.69%

Holding current value

$878,581

Previous $723,000 9.27%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$99.27 - $111.21 $4,963 - $5,560	-50 Reduced 0.69%	7,195 $790,000
Q2 2024 Aug 09, 2024	BUY	$95.9 - $103.0 $9,973 - $10,712	104 Added 1.46%	7,245 $723,000
Q1 2024 May 14, 2024	SELL	$90.62 - $102.39 $364,654 - $412,017	-4,024 Reduced 36.04%	7,141 $731,000
Q3 2023 Nov 07, 2023	SELL	$80.32 - $86.71 $53,814 - $58,095	-670 Reduced 5.66%	11,165 $896,000
Q2 2023 Aug 07, 2023	BUY	$74.65 - $81.49 $870,866 - $950,662	11,666 Added 6902.96%	11,835 $961,000
Q1 2023 May 09, 2023	SELL	$74.95 - $90.64 $4,347 - $5,257	-58 Reduced 25.55%	169 $13,000
Q2 2022 Aug 12, 2022	BUY	$75.42 - $93.29 $4,374 - $5,410	58 Added 34.32%	227 $17,000
Q3 2020 Nov 12, 2020	BUY	$55.49 - $62.22 $9,377 - $10,515	169 New	169 $10,000

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

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Clearstead Advisors, LLC Vanguard Financial ETF Transaction History