M Holdings Securities, Inc. Vanguard Financial ETF Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$75.42 - $93.29 $420,617 - $520,278	-5,577 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$87.26 - $101.75 $486,649 - $567,459	5,577 New	5,577 $521,000
Q2 2021 Aug 19, 2021	SELL	$85.53 - $94.49 $479,908 - $530,183	-5,611 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$71.74 - $86.71 $402,533 - $486,529	5,611 New	5,611 $474,000
Q2 2019 Aug 16, 2019	SELL	N/A	-6,185 Closed	0 $0
Q1 2019 May 17, 2019	SELL	N/A	-219 Reduced 3.42%	6,185 $399,000
Q4 2018 Feb 15, 2019	SELL	N/A	-175 Reduced 2.66%	6,404 $380,000
Q3 2018 Nov 16, 2018	SELL	N/A	-404 Reduced 5.79%	6,579 $456,000
Q2 2018 Aug 17, 2018	BUY	N/A	100 Added 1.45%	6,983 $471,000
Q1 2018 May 18, 2018	SELL	N/A	-548 Reduced 7.37%	6,883 $478,000
Q4 2017 Feb 15, 2018	BUY	N/A	1,066 Added 16.75%	7,431 $783,000
Q3 2017 Nov 15, 2017	SELL	N/A	-27,760 Reduced 81.35%	6,365 $416,000
Q2 2017 Aug 22, 2017	BUY	N/A	34,125	34,125 $2.14 Million

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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