Merriman Wealth Management, LLC Vanguard Financial ETF Transaction History

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$87.26 - $101.75 $4.56 Million - $5.32 Million	-52,257 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$92.72 - $100.95 $556,412 - $605,800	6,001 Added 12.97%	52,257 $5.05 Million
Q2 2021 Jul 28, 2021	BUY	$85.53 - $94.49 $227,167 - $250,965	2,656 Added 6.09%	46,256 $4.18 Million
Q1 2021 May 10, 2021	BUY	$71.74 - $86.71 $1.33 Million - $1.6 Million	18,500 Added 73.71%	43,600 $3.68 Million
Q4 2020 Feb 10, 2021	BUY	$58.32 - $72.85 $58 - $72	1 Added 0.0%	25,100 $1.83 Million
Q3 2020 Oct 26, 2020	SELL	$55.49 - $62.22 $1.55 Million - $1.74 Million	-28,000 Reduced 52.73%	25,099 $1.47 Million
Q2 2020 Jul 31, 2020	BUY	$47.38 - $65.88 $2.52 Million - $3.5 Million	53,099 New	53,099 $3.04 Million
Q1 2020 Apr 22, 2020	SELL	$42.8 - $77.51 $2.38 Million - $4.32 Million	-55,697 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$66.8 - $76.51 $1.18 Million - $1.35 Million	17,601 Added 46.2%	55,697 $4.25 Million
Q3 2019 Oct 18, 2019	BUY	$69.67 - $71.37 $2.65 Million - $2.72 Million	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

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

About VANGUARD FINANCIAL ETF

Ticker VFH
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