Fortis Advisors, LLC Vanguard Financial ETF Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$74.95 - $90.64 $74 - $90	1 Added 1.04%	97 $7,000
Q4 2022 Feb 14, 2023	BUY	$74.7 - $88.6 $74 - $88	1 Added 1.05%	96 $7,000
Q2 2022 Aug 15, 2022	BUY	$75.42 - $93.29 $75 - $93	1 Added 1.06%	95 $7,000
Q1 2022 May 16, 2022	SELL	$87.26 - $101.75 $1,832 - $2,136	-21 Reduced 18.26%	94 $9,000
Q4 2021 Feb 14, 2022	SELL	$92.72 - $100.95 $7,973 - $8,681	-86 Reduced 42.79%	115 $11,000
Q3 2021 Nov 12, 2021	SELL	$86.32 - $96.09 $14,329 - $15,950	-166 Reduced 45.23%	201 $19,000
Q2 2021 Aug 16, 2021	BUY	$85.53 - $94.49 $20,612 - $22,772	241 Added 191.27%	367 $33,000
Q1 2021 May 13, 2021	BUY	$71.74 - $86.71 $9,039 - $10,925	126 New	126 $11,000

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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