Lewis Asset Management, LLC Vanguard Financial ETF Transaction History

Lewis Asset Management, LLC

  • $137 Billion
  • Q3 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 4,766 shares of VFH stock, worth $562,864. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,766
Previous 4,755 0.23%
Holding current value
$562,864
Previous $475 Million 10.31%
% of portfolio
0.38%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email