Evolution Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 11,990 shares of VFH stock, worth $1.42 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,990
Previous 11,995 0.04%
Holding current value
$1.42 Million
Previous $1.2 Million 9.93%
% of portfolio
0.24%
Previous 0.24%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$99.27 - $111.21 $496 - $556
-5 Reduced 0.04%
11,990 $1.32 Million
Q1 2024

Apr 19, 2024
BUY
$90.62 - $102.39 $4,077 - $4,607
45 Added 0.38%
11,995 $1.23 Million
Q3 2023

Nov 06, 2023
SELL
$80.32 - $86.71 $7,228 - $7,803
-90 Reduced 0.75%
11,950 $959,000
Q4 2022

Feb 07, 2023
BUY
$74.7 - $88.6 $16,807 - $19,935
225 Added 1.9%
12,040 $996,000
Q3 2022

Nov 01, 2022
SELL
$74.44 - $88.21 $5.12 Million - $6.06 Million
-68,745 Reduced 85.33%
11,815 $880,000
Q2 2022

Aug 02, 2022
BUY
$75.42 - $93.29 $6.08 Million - $7.52 Million
80,560 New
80,560 $6.22 Million
Q2 2021

Jul 22, 2021
SELL
$85.53 - $94.49 $14,112 - $15,590
-165 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$47.38 - $65.88 $7,817 - $10,870
165 New
165 $9,000
Q1 2020

Apr 22, 2020
SELL
$42.8 - $77.51 $12,540 - $22,710
-293 Closed
0 $0
Q4 2019

Feb 03, 2020
SELL
$66.8 - $76.51 $29,726 - $34,046
-445 Reduced 60.3%
293 $22,000
Q3 2019

Nov 12, 2019
SELL
$69.67 - $71.37 $17,208 - $17,628
-247 Reduced 25.08%
738 $52,000
Q2 2019

Jul 12, 2019
SELL
N/A
-250 Reduced 20.24%
985 $68,000
Q1 2019

May 09, 2019
SELL
N/A
-14,345 Reduced 92.07%
1,235 $80,000
Q4 2018

Jan 29, 2019
BUY
N/A
15,580 New
15,580 $925,000

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

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