Leonard Rickey Investment Advisors P.L.L.C. Vanguard Financial ETF Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$433 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$42.8 - $77.51 $144,193 - $261,131	-3,369 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$66.8 - $76.51 $225,049 - $257,762	3,369 New	3,369 $257,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.86 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$336 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$230 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$186 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$167 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
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Industry ETFs

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