Collaborative Wealth Managment Inc. Vanguard Financial ETF Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,992 shares of VFH stock, worth $367,656. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,992
Previous 3,092 3.23%
Holding current value
$367,656
Previous $365,000 2.19%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$114.07 - $127.34 $11,407 - $12,734
-100 Reduced 3.23%
2,992 $357,000
Q4 2024

Feb 10, 2025
SELL
$108.87 - $126.2 $28,306 - $32,812
-260 Reduced 7.76%
3,092 $365,000
Q3 2024

Nov 12, 2024
SELL
$99.27 - $111.21 $8,735 - $9,786
-88 Reduced 2.56%
3,352 $368,000
Q1 2024

May 10, 2024
SELL
$90.62 - $102.39 $10,149 - $11,467
-112 Reduced 3.15%
3,440 $352,000
Q4 2023

Feb 07, 2024
SELL
$75.97 - $92.67 $15,649 - $19,090
-206 Reduced 5.48%
3,552 $327,000
Q3 2023

Nov 09, 2023
SELL
$80.32 - $86.71 $9,638 - $10,405
-120 Reduced 3.09%
3,758 $301,000
Q2 2023

Aug 07, 2023
SELL
$74.65 - $81.49 $165,275 - $180,418
-2,214 Reduced 36.34%
3,878 $315,000
Q1 2023

May 08, 2023
SELL
$74.95 - $90.64 $17,613 - $21,300
-235 Reduced 3.71%
6,092 $474,000
Q4 2022

Feb 10, 2023
SELL
$74.7 - $88.6 $55,352 - $65,652
-741 Reduced 10.48%
6,327 $523,000
Q2 2022

Aug 15, 2022
BUY
$75.42 - $93.29 $150 - $186
2 Added 0.03%
7,068 $546,000
Q4 2021

Feb 11, 2022
SELL
$92.72 - $100.95 $92 - $100
-1 Reduced 0.01%
7,066 $682,000
Q1 2021

May 12, 2022
BUY
$71.74 - $86.71 $506,986 - $612,779
7,067 New
7,067 $660,000

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

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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