Market Street Wealth Management Advisors LLC Vanguard Financial ETF Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$75.42 - $93.29 $316,160 - $391,071	-4,192 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$87.26 - $101.75 $365,793 - $426,536	4,192 New	4,192 $391,000

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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