Lewis Asset Management, LLC Vanguard Financial ETF Transaction History

Lewis Asset Management, LLC

  • $131 Billion
  • Q4 2024

A detailed history of Lewis Asset Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 4,871 shares of VFH stock, worth $600,448. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,871
Previous 4,766 2.2%
Holding current value
$600,448
Previous $524 Million 9.78%
% of portfolio
0.44%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$108.87 - $126.2 $11,431 - $13,251
105 Added 2.2%
4,871 $575 Million
Q3 2024

Oct 31, 2024
BUY
$99.27 - $111.21 $1,091 - $1,223
11 Added 0.23%
4,766 $524 Million
Q2 2024

Jul 30, 2024
SELL
$95.9 - $103.0 $23,591 - $25,338
-246 Reduced 4.92%
4,755 $475 Million
Q1 2024

May 01, 2024
SELL
$90.62 - $102.39 $15,042 - $16,996
-166 Reduced 3.21%
5,001 $512 Million
Q4 2023

Jan 23, 2024
BUY
$75.97 - $92.67 $392,536 - $478,825
5,167 New
5,167 $477 Million

Others Institutions Holding VFH

# of Institutions
760
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

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