Laidlaw Wealth Management LLC Vanguard Financial ETF Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 15,162 shares of VFH stock, worth $1.85 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

15,162

Previous 14,951 1.41%

Holding current value

$1.85 Million

Previous $1.49 Million 11.59%

% of portfolio

0.88%

Previous 0.87%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$99.27 - $111.21 $20,945 - $23,465	211 Added 1.41%	15,162 $1.67 Million
Q2 2024 Aug 01, 2024	BUY	$95.9 - $103.0 $21,961 - $23,587	229 Added 1.56%	14,951 $1.49 Million
Q1 2024 May 15, 2024	SELL	$90.62 - $102.39 $184,230 - $208,158	-2,033 Reduced 12.13%	14,722 $1.51 Million
Q4 2023 Feb 12, 2024	SELL	$75.97 - $92.67 $117,373 - $143,175	-1,545 Reduced 8.44%	16,755 $1.55 Million
Q3 2023 Nov 13, 2023	SELL	$80.32 - $86.71 $59,999 - $64,772	-747 Reduced 3.92%	18,300 $1.47 Million
Q2 2023 Aug 11, 2023	SELL	$74.65 - $81.49 $46,133 - $50,360	-618 Reduced 3.14%	19,047 $1.55 Million
Q1 2023 May 12, 2023	SELL	$74.95 - $90.64 $701,681 - $848,571	-9,362 Reduced 32.25%	19,665 $1.53 Million
Q4 2022 Feb 14, 2023	SELL	$74.7 - $88.6 $249,871 - $296,367	-3,345 Reduced 10.33%	29,027 $2.4 Million
Q3 2022 Nov 14, 2022	BUY	$74.44 - $88.21 $1.31 Million - $1.56 Million	17,648 Added 119.86%	32,372 $2.41 Million
Q2 2022 Aug 12, 2022	BUY	$75.42 - $93.29 $186,362 - $230,519	2,471 Added 20.17%	14,724 $1.14 Million
Q1 2022 May 12, 2022	BUY	$87.26 - $101.75 $73,560 - $85,775	843 Added 7.39%	12,253 $1.14 Million
Q4 2021 Feb 14, 2022	SELL	$92.72 - $100.95 $57,950 - $63,093	-625 Reduced 5.19%	11,410 $1.1 Million
Q3 2021 Nov 12, 2021	BUY	$86.32 - $96.09 $39,102 - $43,528	453 Added 3.91%	12,035 $1.12 Million
Q2 2021 Aug 13, 2021	SELL	$85.53 - $94.49 $28,567 - $31,559	-334 Reduced 2.8%	11,582 $1.05 Million
Q1 2021 May 17, 2021	BUY	$71.74 - $86.71 $18,652 - $22,544	260 Added 2.23%	11,916 $1.01 Million
Q4 2020 Feb 16, 2021	BUY	$58.32 - $72.85 $77,157 - $96,380	1,323 Added 12.8%	11,656 $849,000
Q3 2020 Nov 16, 2020	BUY	$55.49 - $62.22 $164,083 - $183,984	2,957 Added 40.09%	10,333 $604,000
Q2 2020 Aug 19, 2020	SELL	$47.38 - $65.88 $19.6 Million - $27.3 Million	-414,530 Reduced 98.25%	7,376 $422,000
Q2 2020 Aug 13, 2020	BUY	$47.38 - $65.88 $19.7 Million - $27.3 Million	414,804 Added 5840.66%	421,906 $7,000
Q1 2020 May 15, 2020	SELL	$42.8 - $77.51 $337,392 - $611,011	-7,883 Reduced 52.61%	7,102 $360,000
Q4 2019 Feb 14, 2020	BUY	$66.8 - $76.51 $1 Million - $1.15 Million	14,985 New	14,985 $1.14 Million

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

Ticker VFH
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC Vanguard Financial ETF Transaction History