Concord Wealth Partners Vanguard Financial ETF Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 30, 2024	SELL	$75.97 - $92.67 $19,220 - $23,445	-253 Reduced 92.34%	21 $1,000
Q4 2023 Feb 05, 2024	SELL	$75.97 - $92.67 $19,220 - $23,445	-253 Reduced 92.34%	21 $1,000
Q3 2023 Apr 30, 2024	BUY	$80.32 - $86.71 $20,320 - $21,937	253 Added 1204.76%	274 $22,000
Q4 2022 Jan 27, 2023	BUY	$74.7 - $88.6 $20,467 - $24,276	274 New	274 $22,000
Q3 2021 Nov 09, 2021	SELL	$86.32 - $96.09 $9,236 - $10,281	-107 Reduced 25.85%	307 $28,000
Q2 2021 Jul 29, 2021	SELL	$85.53 - $94.49 $684 - $755	-8 Reduced 1.9%	414 $37,000
Q1 2021 May 13, 2021	BUY	$71.74 - $86.71 $14,993 - $18,122	209 Added 98.12%	422 $36,000
Q4 2020 Feb 16, 2021	BUY	$58.32 - $72.85 $12,422 - $15,517	213 New	213 $16,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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