Laidlaw Wealth Management LLC Vanguard Financial ETF Transaction History

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 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 14,722 shares of VFH stock, worth $1.47 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
14,722
Previous 16,755 12.13%
Holding current value
$1.47 Million
Previous $1.55 Million 2.46%
% of portfolio
0.89%
Previous 0.57%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$80.86 - $88.6 $270,476 - $296,367
-3,345 Reduced 10.33%
29,027 $2.4 Million
Q3 2022

Nov 14, 2022
BUY
N/A
17,648 Added 119.86%
32,372 $2.41 Million
Q2 2022

Aug 12, 2022
BUY
N/A
2,471 Added 20.17%
14,724 $1.14 Million
Q1 2022

May 12, 2022
BUY
N/A
843 Added 7.39%
12,253 $1.14 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-625 Reduced 5.19%
11,410 $1.1 Million
Q3 2021

Nov 12, 2021
BUY
N/A
453 Added 3.91%
12,035 $1.12 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-334 Reduced 2.8%
11,582 $1.05 Million
Q1 2021

May 17, 2021
BUY
N/A
260 Added 2.23%
11,916 $1.01 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,323 Added 12.8%
11,656 $849,000
Q3 2020

Nov 16, 2020
BUY
N/A
2,957 Added 40.09%
10,333 $604,000
Q2 2020

Aug 19, 2020
SELL
N/A
-414,530 Reduced 98.25%
7,376 $422,000
Q2 2020

Aug 13, 2020
BUY
N/A
414,804 Added 5840.66%
421,906 $7,000
Q1 2020

May 15, 2020
SELL
N/A
-7,883 Reduced 52.61%
7,102 $360,000
Q4 2019

Feb 14, 2020
BUY
N/A
14,985 New
14,985 $1.14 Million

Others Institutions Holding VFH

# of Institutions
665
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
15.3K
View Full List

About VANGUARD FINANCIAL ETF

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