Marshall Financial Group LLC Vanguard Financial ETF Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 2,868 shares of VFH stock, worth $342,066. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,868

Previous 3,305 13.22%

Holding current value

$342,066

Previous $330,000 4.55%

% of portfolio

0.08%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$99.27 - $111.21 $43,380 - $48,598	-437 Reduced 13.22%	2,868 $315,000
Q2 2024 Jul 19, 2024	SELL	$95.9 - $103.0 $10,836 - $11,639	-113 Reduced 3.31%	3,305 $330,000
Q1 2024 Apr 19, 2024	BUY	$90.62 - $102.39 $724 - $819	8 Added 0.23%	3,418 $349,000
Q4 2023 Jan 10, 2024	BUY	$75.97 - $92.67 $1,899 - $2,316	25 Added 0.74%	3,410 $314,000
Q3 2023 Oct 19, 2023	SELL	$80.32 - $86.71 $25,220 - $27,226	-314 Reduced 8.49%	3,385 $271,000
Q1 2023 Apr 18, 2023	SELL	$74.95 - $90.64 $6,370 - $7,704	-85 Reduced 2.25%	3,699 $288,000
Q4 2022 Feb 01, 2023	SELL	$74.7 - $88.6 $15,164 - $17,985	-203 Reduced 5.09%	3,784 $313,000
Q3 2022 Oct 12, 2022	SELL	$74.44 - $88.21 $26,277 - $31,138	-353 Reduced 8.13%	3,987 $297,000
Q2 2022 Jul 25, 2022	BUY	$75.42 - $93.29 $40,651 - $50,283	539 Added 14.18%	4,340 $335,000
Q1 2022 May 10, 2022	BUY	$87.26 - $101.75 $523 - $610	6 Added 0.16%	3,801 $355,000
Q4 2021 Jan 27, 2022	SELL	$92.72 - $100.95 $39,776 - $43,307	-429 Reduced 10.16%	3,795 $366,000
Q2 2021 Jul 14, 2021	SELL	$85.53 - $94.49 $53,285 - $58,867	-623 Reduced 12.85%	4,224 $382,000
Q1 2021 Apr 20, 2021	SELL	$71.74 - $86.71 $5,882 - $7,110	-82 Reduced 1.66%	4,847 $410,000
Q4 2020 Jan 29, 2021	BUY	$58.32 - $72.85 $287,459 - $359,077	4,929 New	4,929 $359,000

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

Ticker VFH
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Marshall Financial Group LLC Vanguard Financial ETF Transaction History