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

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.76 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$325 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$222 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$179 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$161 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.

Account