Hb Wealth Management, LLC Vanguard Financial ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,358 shares of VFH stock, worth $1.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,358
Previous 4,489 130.74%
Holding current value
$1.35 Million
Previous $571,000 138.0%
% of portfolio
0.01%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$125.23 - $132.78 $734,974 - $779,285
5,869 Added 130.74%
10,358 $1.36 Million
Q2 2025

Jul 17, 2025
SELL
$104.87 - $127.3 $257,560 - $312,648
-2,456 Reduced 35.36%
4,489 $571,000
Q1 2025

May 07, 2025
BUY
$114.07 - $127.34 $261,220 - $291,608
2,290 Added 49.19%
6,945 $829,000
Q4 2024

Jan 15, 2025
SELL
$108.87 - $126.2 $46,922 - $54,392
-431 Reduced 8.47%
4,655 $549,000
Q3 2024

Oct 15, 2024
BUY
$99.27 - $111.21 $247,579 - $277,357
2,494 Added 96.22%
5,086 $559,000
Q1 2024

Apr 30, 2024
SELL
$90.62 - $102.39 $22,836 - $25,802
-252 Reduced 8.86%
2,592 $265,000
Q4 2023

Jan 16, 2024
BUY
$75.97 - $92.67 $303 - $370
4 Added 0.14%
2,844 $262,000
Q3 2023

Oct 13, 2023
SELL
$80.32 - $86.71 $13,252 - $14,307
-165 Reduced 5.49%
2,840 $228,000
Q2 2023

Jul 13, 2023
SELL
$74.65 - $81.49 $178,786 - $195,168
-2,395 Reduced 44.35%
3,005 $244,000
Q1 2023

Apr 13, 2023
SELL
$74.95 - $90.64 $117,971 - $142,667
-1,574 Reduced 22.57%
5,400 $420,000
Q4 2022

Jan 20, 2023
SELL
$74.7 - $88.6 $48,256 - $57,235
-646 Reduced 8.48%
6,974 $0
Q2 2022

Jul 15, 2022
BUY
$75.42 - $93.29 $23,380 - $28,919
310 Added 4.24%
7,620 $588,000
Q1 2022

May 16, 2022
BUY
$87.26 - $101.75 $44,328 - $51,689
508 Added 7.47%
7,310 $683,000
Q4 2021

Feb 15, 2022
BUY
$92.72 - $100.95 $630,681 - $686,661
6,802 New
6,802 $657,000

Others Institutions Holding VFH

# of Institutions
803
Shares Held
54.5M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

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