Mission Wealth Management, LP Vanguard Financial ETF Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 10,282 shares of VFH stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,282
Previous 9,873 4.14%
Holding current value
$1.18 Million
Previous $1.17 Million 4.12%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$114.07 - $127.34 $46,654 - $52,082
409 Added 4.14%
10,282 $1.21 Million
Q4 2024

Feb 06, 2025
BUY
$108.87 - $126.2 $2,395 - $2,776
22 Added 0.22%
9,873 $1.17 Million
Q3 2024

Oct 31, 2024
SELL
$99.27 - $111.21 $25,611 - $28,692
-258 Reduced 2.55%
9,851 $1.08 Million
Q2 2024

Aug 02, 2024
SELL
$95.9 - $103.0 $44,114 - $47,380
-460 Reduced 4.35%
10,109 $1.01 Million
Q1 2024

Apr 30, 2024
SELL
$90.62 - $102.39 $13,230 - $14,948
-146 Reduced 1.36%
10,569 $1.08 Million
Q4 2023

Feb 05, 2024
BUY
$75.97 - $92.67 $21,879 - $26,688
288 Added 2.76%
10,715 $988,000
Q3 2023

Oct 23, 2023
SELL
$80.32 - $86.71 $29,075 - $31,389
-362 Reduced 3.36%
10,427 $837,000
Q2 2023

Aug 04, 2023
SELL
$74.65 - $81.49 $229,250 - $250,255
-3,071 Reduced 22.16%
10,789 $876,000
Q1 2023

Apr 07, 2023
BUY
$74.95 - $90.64 $203,639 - $246,268
2,717 Added 24.38%
13,860 $1.08 Million
Q4 2022

Feb 02, 2023
BUY
$74.7 - $88.6 $100,172 - $118,812
1,341 Added 13.68%
11,143 $921,000
Q3 2022

Oct 12, 2022
SELL
$74.44 - $88.21 $65,879 - $78,065
-885 Reduced 8.28%
9,802 $730,000
Q2 2022

Jul 27, 2022
SELL
$75.42 - $93.29 $79,794 - $98,700
-1,058 Reduced 9.01%
10,687 $825,000
Q1 2022

Apr 25, 2022
BUY
$87.26 - $101.75 $104,624 - $121,998
1,199 Added 11.37%
11,745 $1.1 Million
Q4 2021

Feb 11, 2022
SELL
$92.72 - $100.95 $59,526 - $64,809
-642 Reduced 5.74%
10,546 $1.02 Million
Q2 2021

Aug 10, 2021
BUY
$85.53 - $94.49 $163,533 - $180,664
1,912 Added 20.61%
11,188 $1.01 Million
Q1 2021

May 10, 2021
BUY
$71.74 - $86.71 $189,752 - $229,347
2,645 Added 39.89%
9,276 $784,000
Q4 2020

Jan 19, 2021
BUY
$58.32 - $72.85 $386,719 - $483,068
6,631 New
6,631 $483,000
Q1 2020

Apr 10, 2020
SELL
$42.8 - $77.51 $152,368 - $275,935
-3,560 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$66.8 - $76.51 $27,855 - $31,904
417 Added 13.27%
3,560 $272,000
Q2 2019

Aug 09, 2019
BUY
N/A
3,143 New
3,143 $217,000
Q4 2018

Feb 08, 2019
SELL
N/A
-3,374 Closed
0 $0
Q2 2018

Aug 08, 2018
BUY
N/A
3,374 New
3,374 $228,000

Others Institutions Holding VFH

# of Institutions
773
Shares Held
54.5M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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