Hb Wealth Management, LLC Vanguard Financial ETF Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

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 5,086 shares of VFH stock, worth $621,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,086
Previous 2,592 96.22%
Holding current value
$621,051
Previous $258,000 116.67%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
685
Shares Held
52.2M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email