A detailed history of Esg Planning transactions in Vanguard Financial ETF stock. As of the latest transaction made, Esg Planning holds 19,907 shares of VFH stock, worth $2.16 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
19,907
Previous 8,728 128.08%
Holding current value
$2.16 Million
Previous $893,000 122.62%
% of portfolio
1.99%
Previous 1.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$95.9 - $103.0 $1.07 Million - $1.15 Million
11,179 Added 128.08%
19,907 $1.99 Million
Q1 2024

May 01, 2024

BUY
$90.62 - $102.39 $549,066 - $620,381
6,059 Added 227.01%
8,728 $893,000
Q4 2023

Jan 31, 2024

BUY
$75.97 - $92.67 $6,457 - $7,876
85 Added 3.29%
2,669 $246,000
Q3 2023

Nov 01, 2023

BUY
$80.32 - $86.71 $207,546 - $224,058
2,584 New
2,584 $207,000
Q1 2023

Apr 26, 2023

SELL
$74.95 - $90.64 $603,647 - $730,014
-8,054 Reduced 65.56%
4,231 $329,000
Q4 2022

Feb 03, 2023

SELL
$80.86 - $88.6 $1.3 Million - $1.42 Million
-16,024 Reduced 56.6%
12,285 $1.02 Million
Q3 2022

Nov 09, 2022

BUY
N/A
2,071 Added 7.89%
28,309 $2.11 Million
Q2 2022

Aug 10, 2022

BUY
N/A
8,604 Added 48.79%
26,238 $2.03 Million
Q1 2022

May 31, 2022

BUY
N/A
17,634 New
17,634 $1.65 Million

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Esg Planning Portfolio

Follow Esg Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Esg Planning with notifications on news.