Long Island Wealth Management, Inc. Vanguard Financial ETF Transaction History

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 5,260 shares of VFH stock, worth $677,908. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,260

Previous 6,352 17.19%

Holding current value

$677,908

Previous $750 Million 16.2%

% of portfolio

0.38%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$114.07 - $127.34 $124,564 - $139,055	-1,092 Reduced 17.19%	5,260 $628 Million
Q4 2024 Feb 14, 2025	SELL	$108.87 - $126.2 $1.01 Million - $1.17 Million	-9,256 Reduced 59.3%	6,352 $750 Million
Q3 2024 Nov 12, 2024	SELL	$99.27 - $111.21 $1.64 Million - $1.84 Million	-16,546 Reduced 51.46%	15,608 $1.72 Billion
Q2 2024 Aug 15, 2024	SELL	$95.9 - $103.0 $37,113 - $39,861	-387 Reduced 1.19%	32,154 $3.21 Billion
Q1 2024 May 13, 2024	SELL	$90.62 - $102.39 $20,661 - $23,344	-228 Reduced 0.7%	32,541 $3.33 Billion
Q4 2023 Feb 14, 2024	BUY	$75.97 - $92.67 $2.49 Million - $3.04 Million	32,769 New	32,769 $3.02 Billion

Others Institutions Holding VFH

# of Institutions

796

Shares Held

54.8M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Long Island Wealth Management, Inc. Vanguard Financial ETF Transaction History