Kestra Private Wealth Services, LLC Vanguard Financial ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,322 shares of VFH stock, worth $894,089. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,322
Previous 7,382 0.81%
Holding current value
$894,089
Previous $737,000 9.09%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
SELL
$99.27 - $111.21 $5,956 - $6,672
-60 Reduced 0.81%
7,322 $804,000
Q2 2024

Aug 12, 2024
BUY
$95.9 - $103.0 $126,492 - $135,857
1,319 Added 21.75%
7,382 $737,000
Q1 2024

May 02, 2024
SELL
$90.62 - $102.39 $35,251 - $39,829
-389 Reduced 6.03%
6,063 $620,000
Q4 2023

Feb 05, 2024
SELL
$75.97 - $92.67 $465,620 - $567,974
-6,129 Reduced 48.72%
6,452 $595,000
Q3 2023

Nov 07, 2023
BUY
$80.32 - $86.71 $10,521 - $11,359
131 Added 1.05%
12,581 $1.01 Million
Q2 2023

Aug 08, 2023
BUY
$74.65 - $81.49 $306,139 - $334,190
4,101 Added 49.12%
12,450 $1.01 Million
Q1 2023

May 12, 2023
BUY
$74.95 - $90.64 $29,230 - $35,349
390 Added 4.9%
8,349 $650,000
Q4 2022

Jan 31, 2023
BUY
$74.7 - $88.6 $594,537 - $705,167
7,959 New
7,959 $658,000
Q4 2020

Jan 21, 2021
SELL
$58.32 - $72.85 $217,591 - $271,803
-3,731 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$55.49 - $62.22 $207,033 - $232,142
3,731 New
3,731 $0

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
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