Clientfirst Wealth Management, LLC Vanguard Ftse Developed Market Transaction History

Clientfirst Wealth Management, LLC

$82.6 Million
Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 30,312 shares of VEA stock, worth $1.5 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

30,312

Previous 23,034 31.6%

Holding current value

$1.5 Million

Previous $1.06 Million 24.65%

% of portfolio

1.6%

Previous 1.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$43.5 - $47.63 $316,593 - $346,651	7,278 Added 31.6%	30,312 $1.33 Million
Q2 2023 Jul 20, 2023	BUY	$44.63 - $47.33 $116,127 - $123,152	2,602 Added 12.73%	23,034 $1.06 Million
Q4 2022 Feb 14, 2023	SELL	$36.19 - $43.78 $162,855 - $197,010	-4,500 Reduced 18.05%	20,432 $857,000
Q3 2022 Nov 14, 2022	SELL	$36.19 - $43.74 $47,047 - $56,862	-1,300 Reduced 4.96%	24,932 $1.04 Million
Q2 2022 Aug 15, 2022	BUY	$40.38 - $48.66 $8,076 - $9,732	200 Added 0.77%	26,232 $1.07 Million
Q4 2021 Apr 01, 2022	BUY	$49.38 - $52.95 $1.29 Million - $1.38 Million	26,032 New	26,032 $1.25 Million

Others Institutions Holding VEA

# of Institutions

2,380

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Account

Clientfirst Wealth Management, LLC Vanguard Ftse Developed Market Transaction History