Merriman Wealth Management, LLC Vanguard Financial ETF Transaction History

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	N/A	-52,257 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	N/A	6,001 Added 12.97%	52,257 $5.05 Million
Q2 2021 Jul 28, 2021	BUY	N/A	2,656 Added 6.09%	46,256 $4.18 Million
Q1 2021 May 10, 2021	BUY	N/A	18,500 Added 73.71%	43,600 $3.68 Million
Q4 2020 Feb 10, 2021	BUY	N/A	1 Added 0.0%	25,100 $1.83 Million

Q3 2020 Oct 26, 2020	SELL	N/A	-28,000 Reduced 52.73%	25,099 $1.47 Million
Q2 2020 Jul 31, 2020	BUY	N/A	53,099 New	53,099 $3.04 Million
Q1 2020 Apr 22, 2020	SELL	N/A	-55,697 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	N/A	17,601 Added 46.2%	55,697 $4.25 Million
Q3 2019 Oct 18, 2019	BUY	N/A	38,096 New	38,096 $2.67 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-24,095 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	N/A	24,095 New	24,095 $1.56 Million

Others Institutions Holding VFH

# of Institutions

665

Shares Held

48.3M

Call Options Held

85.1K

Put Options Held

15.3K

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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