Marshall & Sterling Wealth Advisors Inc. Vanguard Financial ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 25 shares of VFH stock, worth $3,248. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 24 4.17%
Holding current value
$3,248
Previous $2.9 Million 6.94%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$104.87 - $127.3 $104 - $127
1 Added 4.17%
25 $3.1 Million
Q1 2025

May 15, 2025
SELL
$114.07 - $127.34 $114 - $127
-1 Reduced 4.0%
24 $2.9 Million
Q4 2024

Feb 14, 2025
BUY
$108.87 - $126.2 $2,721 - $3,155
25 New
25 $2.85 Million

Others Institutions Holding VFH

# of Institutions
804
Shares Held
54.3M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email