A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,577 shares of VFH stock, worth $380,199. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,577
Previous 3,146 13.7%
Holding current value
$380,199
Previous $290,000 26.21%
% of portfolio
0.02%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$90.62 - $102.39 $39,057 - $44,130
431 Added 13.7%
3,577 $366,000
Q4 2023

Feb 07, 2024

SELL
$75.97 - $92.67 $8,280 - $10,101
-109 Reduced 3.35%
3,146 $290,000
Q3 2023

Oct 13, 2023

BUY
$80.32 - $86.71 $401 - $433
5 Added 0.15%
3,255 $261,000
Q2 2023

Aug 02, 2023

SELL
$74.65 - $81.49 $10,674 - $11,653
-143 Reduced 4.21%
3,250 $264,000
Q1 2023

Apr 24, 2023

BUY
$74.95 - $90.64 $449 - $543
6 Added 0.18%
3,393 $264,000
Q4 2022

Feb 07, 2023

BUY
$80.86 - $88.6 $1,212 - $1,329
15 Added 0.44%
3,387 $280,000
Q3 2022

Oct 24, 2022

SELL
N/A
-1,182 Reduced 25.96%
3,372 $251,000
Q2 2022

Jul 15, 2022

BUY
N/A
2 Added 0.04%
4,554 $352,000
Q1 2022

Apr 27, 2022

BUY
N/A
141 Added 3.2%
4,552 $425,000
Q4 2021

Feb 07, 2022

BUY
N/A
3 Added 0.07%
4,411 $426,000
Q2 2021

Aug 12, 2021

BUY
N/A
4 Added 0.09%
4,408 $399,000
Q1 2021

Apr 30, 2021

BUY
N/A
2 Added 0.05%
4,404 $372,000
Q4 2020

Feb 12, 2021

SELL
N/A
-176 Reduced 3.84%
4,402 $321,000
Q3 2020

Oct 14, 2020

BUY
N/A
3 Added 0.07%
4,578 $268,000
Q2 2020

Jul 20, 2020

SELL
N/A
-15,568 Reduced 77.29%
4,575 $262,000
Q1 2020

May 01, 2020

BUY
N/A
725 Added 3.73%
20,143 $1.02 Million
Q4 2019

Jan 23, 2020

SELL
N/A
-775 Reduced 3.84%
19,418 $1.48 Million
Q3 2019

Nov 14, 2019

SELL
N/A
-1,032 Reduced 4.86%
20,193 $1.41 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-290 Reduced 1.35%
21,225 $1.47 Million
Q1 2019

May 08, 2019

BUY
N/A
8 Added 0.04%
21,515 $1.39 Million
Q4 2018

Feb 13, 2019

BUY
N/A
14,687 Added 215.35%
21,507 $1.28 Million
Q3 2018

Nov 06, 2018

SELL
N/A
-217 Reduced 3.08%
6,820 $473,000
Q2 2018

Dec 07, 2018

SELL
N/A
-199 Reduced 2.75%
7,037 $475,000
Q1 2018

May 17, 2018

SELL
N/A
-133 Reduced 1.8%
7,236 $503,000
Q4 2017

Jan 31, 2018

BUY
N/A
275 Added 3.88%
7,369 $516,000
Q3 2017

Oct 31, 2017

SELL
N/A
-285 Reduced 3.86%
7,094 $464,000
Q2 2017

Aug 08, 2017

BUY
N/A
7,379
7,379 $462,000

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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