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 $862,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,195

Previous 7,245 0.69%

Holding current value

$862,392

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

688

Shares Held

52.3M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Vanguard Financial ETF Transaction History