Iht Wealth Management, LLC Vanguard Financial ETF Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 29,335 shares of VFH stock, worth $3.72 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

29,335

Previous 38,415 23.64%

Holding current value

$3.72 Million

Previous $4.54 Million 22.73%

% of portfolio

0.11%

Previous 0.15%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$114.07 - $127.34 $1.04 Million - $1.16 Million	-9,080 Reduced 23.64%	29,335 $3.5 Million
Q4 2024 Feb 14, 2025	BUY	$108.87 - $126.2 $1.28 Million - $1.49 Million	11,784 Added 44.25%	38,415 $4.54 Million
Q3 2024 Nov 14, 2024	BUY	$99.27 - $111.21 $11,515 - $12,900	116 Added 0.44%	26,631 $2.93 Million
Q2 2024 Aug 14, 2024	SELL	$95.9 - $103.0 $13,905 - $14,935	-145 Reduced 0.54%	26,515 $2.65 Million
Q1 2024 May 15, 2024	BUY	$90.62 - $102.39 $177,796 - $200,889	1,962 Added 7.94%	26,660 $2.73 Million
Q4 2023 Feb 14, 2024	BUY	$75.97 - $92.67 $526,775 - $642,573	6,934 Added 39.03%	24,698 $2.28 Million
Q3 2023 Nov 14, 2023	SELL	$80.32 - $86.71 $61,203 - $66,073	-762 Reduced 4.11%	17,764 $1.43 Million
Q2 2023 Aug 14, 2023	SELL	$74.65 - $81.49 $605,934 - $661,454	-8,117 Reduced 30.47%	18,526 $1.51 Million
Q1 2023 May 15, 2023	BUY	$74.95 - $90.64 $461,317 - $557,889	6,155 Added 30.04%	26,643 $2.08 Million
Q4 2022 Feb 14, 2023	SELL	$74.7 - $88.6 $523,945 - $621,440	-7,014 Reduced 25.5%	20,488 $1.69 Million
Q3 2022 Nov 22, 2022	BUY	$74.44 - $88.21 $779,535 - $923,735	10,472 Added 61.49%	27,502 $2.05 Million
Q2 2022 Aug 15, 2022	SELL	$75.42 - $93.29 $18,628 - $23,042	-247 Reduced 1.43%	17,030 $1.32 Million
Q1 2022 May 16, 2022	SELL	$87.26 - $101.75 $766,404 - $893,670	-8,783 Reduced 33.7%	17,277 $1.61 Million
Q4 2021 Feb 14, 2022	SELL	$92.72 - $100.95 $708,937 - $771,863	-7,646 Reduced 22.68%	26,060 $2.52 Million
Q3 2021 Nov 15, 2021	SELL	$86.32 - $96.09 $399,402 - $444,608	-4,627 Reduced 12.07%	33,706 $3.12 Million
Q2 2021 Aug 16, 2021	SELL	$85.53 - $94.49 $30,021 - $33,165	-351 Reduced 0.91%	38,333 $3.47 Million
Q1 2021 May 18, 2021	SELL	$71.74 - $86.71 $20,087 - $24,278	-280 Reduced 0.72%	38,684 $3.27 Million
Q4 2020 Feb 17, 2021	SELL	$58.32 - $72.85 $86,080 - $107,526	-1,476 Reduced 3.65%	38,964 $2.84 Million
Q3 2020 Nov 19, 2020	BUY	$55.49 - $62.22 $115,530 - $129,542	2,082 Added 5.43%	40,440 $2.37 Million
Q2 2020 Aug 14, 2020	SELL	$47.38 - $65.88 $5,211 - $7,246	-110 Reduced 0.29%	38,358 $2.19 Million
Q1 2020 May 13, 2020	SELL	$42.8 - $77.51 $1.02 Million - $1.85 Million	-23,902 Reduced 38.32%	38,468 $1.95 Million
Q4 2019 Feb 18, 2020	BUY	$66.8 - $76.51 $578,955 - $663,112	8,667 Added 16.14%	62,370 $4.76 Million
Q3 2019 Nov 15, 2019	BUY	$69.67 - $71.37 $395,098 - $404,739	5,671 Added 11.81%	53,703 $3.76 Million
Q2 2019 Aug 12, 2019	BUY	N/A	1,543 Added 3.32%	48,032 $3.32 Million
Q1 2019 May 16, 2019	BUY	N/A	7,530 Added 19.33%	46,489 $3 Million
Q4 2018 Feb 15, 2019	BUY	N/A	21,649 Added 125.07%	38,959 $2.31 Million
Q3 2018 Nov 14, 2018	BUY	N/A	113 Added 0.66%	17,310 $1.2 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-724 Reduced 4.04%	17,197 $1.16 Million
Q1 2018 May 15, 2018	BUY	N/A	2,325 Added 14.91%	17,921 $1.22 Million
Q4 2017 Feb 14, 2018	BUY	N/A	720 Added 4.84%	15,596 $1.11 Million
Q3 2017 Nov 14, 2017	BUY	N/A	14,876	14,876 $985,000

Others Institutions Holding VFH

# of Institutions

793

Shares Held

54.5M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Vanguard Financial ETF Transaction History