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 $1.81 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

15,162

Previous 14,951 1.41%

Holding current value

$1.81 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

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Account

Laidlaw Wealth Management LLC Vanguard Financial ETF Transaction History