Mc Kinley Carter Wealth Services, Inc. Vanguard Financial ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

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 2,703 shares of VFH stock, worth $345,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,703

Previous 2,701 0.07%

Holding current value

$345,200

Previous $343,000 3.21%

% of portfolio

0.02%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$125.23 - $132.78 $250 - $265	2 Added 0.07%	2,703 $354,000
Q2 2025 Jul 24, 2025	SELL	$104.87 - $127.3 $1,468 - $1,782	-14 Reduced 0.52%	2,701 $343,000
Q1 2025 Apr 15, 2025	BUY	$114.07 - $127.34 $912 - $1,018	8 Added 0.3%	2,715 $320,000
Q4 2024 Jan 22, 2025	SELL	$108.87 - $126.2 $48,664 - $56,411	-447 Reduced 14.17%	2,707 $319,000
Q3 2024 Oct 15, 2024	BUY	$99.27 - $111.21 $397 - $444	4 Added 0.13%	3,154 $346,000

Q2 2024 Aug 09, 2024	SELL	$95.9 - $103.0 $40,949 - $43,981	-427 Reduced 11.94%	3,150 $314,000
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	$74.7 - $88.6 $1,120 - $1,329	15 Added 0.44%	3,387 $280,000
Q3 2022 Oct 24, 2022	SELL	$74.44 - $88.21 $87,988 - $104,264	-1,182 Reduced 25.96%	3,372 $251,000
Q2 2022 Jul 15, 2022	BUY	$75.42 - $93.29 $150 - $186	2 Added 0.04%	4,554 $352,000
Q1 2022 Apr 27, 2022	BUY	$87.26 - $101.75 $12,303 - $14,346	141 Added 3.2%	4,552 $425,000
Q4 2021 Feb 07, 2022	BUY	$92.72 - $100.95 $278 - $302	3 Added 0.07%	4,411 $426,000
Q2 2021 Aug 12, 2021	BUY	$85.53 - $94.49 $342 - $377	4 Added 0.09%	4,408 $399,000
Q1 2021 Apr 30, 2021	BUY	$71.74 - $86.71 $143 - $173	2 Added 0.05%	4,404 $372,000
Q4 2020 Feb 12, 2021	SELL	$58.32 - $72.85 $10,264 - $12,821	-176 Reduced 3.84%	4,402 $321,000
Q3 2020 Oct 14, 2020	BUY	$55.49 - $62.22 $166 - $186	3 Added 0.07%	4,578 $268,000
Q2 2020 Jul 20, 2020	SELL	$47.38 - $65.88 $737,611 - $1.03 Million	-15,568 Reduced 77.29%	4,575 $262,000
Q1 2020 May 01, 2020	BUY	$42.8 - $77.51 $31,029 - $56,194	725 Added 3.73%	20,143 $1.02 Million
Q4 2019 Jan 23, 2020	SELL	$66.8 - $76.51 $51,770 - $59,295	-775 Reduced 3.84%	19,418 $1.48 Million
Q3 2019 Nov 14, 2019	SELL	$69.67 - $71.37 $71,899 - $73,653	-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

# of Institutions

807

Shares Held

54.8M

Call Options Held

61.9K

Put Options Held

6.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Mc Kinley Carter Wealth Services, Inc. Vanguard Financial ETF Transaction History